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) | $125,206 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,581 |
Filed as: MML INVESTORS SERVICES, LLC Service code 33 · EIN 04-2746212 | Securities brokerage commissions and ... | $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 | $110,422 | $122,186-9.6% | $146,958-24.9% | $199,593-44.7% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 13.00% | 30.56%-17.6pp | 418.34%-405.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $5,824 | $4,093+42.3% | $4,933+18.1% | $3,034+91.9% |
| Participant deferral / active EE | $3,995 | $8,502-53.0% | $8,070-50.5% | $5,087-21.5% |
| Admin fee / account holder | $2 | $179-99.0% | $12,998-100.0% | $269-99.3% |