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) | $39,993 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $28,350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,211 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,010 | $84,784+14.4% | $98,439-1.5% | $74,419+30.4% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+24.0pp | 70.7%+28.4pp |
| Annual return | 16.30% | 20.59%-4.3pp | 21.16%-4.9pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,702 | $3,364+10.0% | $3,048+21.5% | $2,637+40.4% |
| Participant deferral / active EE | $5,558 | $5,218+6.5% | $4,738+17.3% | $4,528+22.7% |
| Admin fee / account holder | $159 | $204-22.3% | $8,948-98.2% | $348-54.3% |