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) | $18,472 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,678 | $55,415+2.3% | $155,509-63.6% | $74,495-23.9% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 16.09% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,678 | $2,267-26.0% | $4,672-64.1% | $2,623-36.0% |
| Participant deferral / active EE | $2,449 | $2,836-13.7% | $5,626-56.5% | $4,346-43.7% |
| Admin fee / account holder | $102 | $1,738-94.1% | $15,912-99.4% | $1,942-94.8% |