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) | $20,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
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 | $53,849 | $49,915+7.9% | $154,803-65.2% | $74,304-27.5% |
| Participation rate | 72.6% | 54.0%+18.6pp | 78.1%-5.5pp | 60.3%+12.2pp |
| Annual return | 3.75% | 34.06%-30.3pp | 58.88%-55.1pp | 29.43%-25.7pp |
| Employer contribution / active EE | $1,798 | $1,611+11.6% | $4,305-58.2% | $2,241-19.8% |
| Participant deferral / active EE | $2,788 | $2,255+23.7% | $5,540-49.7% | $3,767-26.0% |
| Admin fee / account holder | $95 | $2,189-95.6% | $14,329-99.3% | $2,969-96.8% |