See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $155,618 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,254 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,043 | $89,808-28.7% | $100,391-36.2% | $77,643-17.5% |
| Participation rate | 95.7% | 81.2%+14.5pp | 81.5%+14.2pp | 70.6%+25.1pp |
| Annual return | 15.21% | 20.62%-5.4pp | 49.20%-34.0pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,344 | $3,039-55.8% | $3,942-65.9% | $2,726-50.7% |
| Participant deferral / active EE | $4,091 | $8,284-50.6% | $8,082-49.4% | $4,647-12.0% |
| Admin fee / account holder | $228 | $174+31.0% | $7,899-97.1% | $430-46.9% |