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) | $18,418 |
Filed as: EMPOWER ANNUITY INS OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,009 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,840 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,730 | $61,272-10.7% | $149,673-63.4% | $71,457-23.4% |
| Participation rate | 79.5% | 62.5%+17.0pp | 78.8%+0.7pp | 67.9%+11.5pp |
| Annual return | -1.72% | 35.85%-37.6pp | 134.42%-136.1pp | 28.85%-30.6pp |
| Employer contribution / active EE | $1,720 | $2,378-27.7% | $4,818-64.3% | $2,588-33.5% |
| Participant deferral / active EE | $2,685 | $2,917-8.0% | $5,680-52.7% | $4,289-37.4% |
| Admin fee / account holder | $100 | $1,261-92.0% | $13,210-99.2% | $1,587-93.7% |