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) | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,977 | $86,944-66.7% | $107,525-73.1% | $74,304-61.0% |
| Participation rate | 88.9% | 59.6%+29.3pp | 75.1%+13.8pp | 60.3%+28.5pp |
| Annual return | 13.56% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,417 | $2,757-48.6% | $3,754-62.3% | $2,241-36.8% |
| Participant deferral / active EE | $3,331 | $3,554-6.3% | $5,116-34.9% | $3,767-11.6% |
| Admin fee / account holder | $186 | $3,727-95.0% | $8,919-97.9% | $2,969-93.8% |