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) | $50,614 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,301 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,185 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,275 |
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 | $75,060 | $54,701+37.2% | $86,188-12.9% | $71,457+5.0% |
| Participation rate | 96.1% | 60.1%+36.0pp | 69.0%+27.1pp | 67.9%+28.2pp |
| Annual return | 15.91% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,678 | $1,265+111.7% | $2,380+12.5% | $2,588+3.5% |
| Participant deferral / active EE | $4,765 | $3,108+53.3% | $3,985+19.6% | $4,289+11.1% |
| Admin fee / account holder | $386 | $1,922-79.9% | $6,852-94.4% | $1,587-75.7% |