Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $19,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,866 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,977 | $83,369-65.2% | $105,223-72.5% | $67,986-57.4% |
| Participation rate | 88.9% | 56.3%+32.6pp | 75.0%+13.8pp | 57.2%+31.7pp |
| Annual return | 13.56% | 24.64%-11.1pp | 180.65%-167.1pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,417 | $2,541-44.2% | $3,689-61.6% | $2,019-29.8% |
| Participant deferral / active EE | $3,331 | $3,295+1.1% | $5,072-34.3% | $3,358-0.8% |
| Admin fee / account holder | $186 | $4,073-95.4% | $8,859-97.9% | $3,203-94.2% |