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) | $28,164 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,862 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,612 | $56,638-56.5% | $169,368-85.5% | $74,419-66.9% |
| Participation rate | 96.7% | 67.5%+29.2pp | 77.1%+19.5pp | 70.7%+26.0pp |
| Annual return | 17.73% | 24.75%-7.0pp | 405.60%-387.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,322 | $2,027-34.8% | $4,013-67.1% | $2,637-49.9% |
| Participant deferral / active EE | $2,751 | $4,223-34.9% | $6,221-55.8% | $4,528-39.3% |
| Admin fee / account holder | $37 | $307-87.9% | $9,003-99.6% | $348-89.3% |