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) | $51,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,536 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $8,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,816 |
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 | $70,694 | $49,451+43.0% | $79,550-11.1% | $66,914+5.6% |
| Participation rate | 97.4% | 61.3%+36.0pp | 69.5%+27.9pp | 69.8%+27.6pp |
| Annual return | -16.38% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,665 | $1,266+110.6% | $2,413+10.5% | $2,544+4.8% |
| Participant deferral / active EE | $4,525 | $3,159+43.3% | $3,985+13.5% | $4,237+6.8% |
| Admin fee / account holder | $429 | $595-27.9% | $6,832-93.7% | $593-27.7% |