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) | $48,533 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,418 |
PEAK RETIREMENT GROUP2 years Service code 13 PO BOX · MADISON, WI 53744 | Contract Administrator | $10,200 |
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 | $150,316 | $100,923+48.9% | $150,045+0.2% | $74,304+102.3% |
| Participation rate | 98.3% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 20.89% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.5pp |
| Employer contribution / active EE | $3,278 | $3,463-5.4% | $4,693-30.2% | $2,241+46.2% |
| Participant deferral / active EE | $10,531 | $6,709+57.0% | $7,997+31.7% | $3,767+179.5% |
| Admin fee / account holder | $599 | $2,767-78.3% | $13,435-95.5% | $2,969-79.8% |