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) | $40,707 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,762 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX · MADISON, WI 53744 | Contract Administrator | $10,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,910 | $101,317+29.2% | $146,958-10.9% | $74,495+75.7% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 14.94% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $9,091 | $3,810+138.6% | $4,933+84.3% | $2,623+246.6% |
| Participant deferral / active EE | $3,909 | $7,303-46.5% | $8,070-51.6% | $4,346-10.0% |
| Admin fee / account holder | $520 | $1,739-70.1% | $12,998-96.0% | $1,942-73.2% |