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 8-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) | $27,083 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,997 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC RETIREMENT ADMINISTRATION Service code 13 5603-B W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $5,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,142 | $64,119-42.1% | $112,228-66.9% | $66,914-44.5% |
| Participation rate | 69.5% | 68.5%+1.1pp | 75.1%-5.5pp | 69.8%-0.3pp |
| Annual return | -17.59% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,032 | $3,005-32.4% | $3,635-44.1% | $2,544-20.1% |
| Participant deferral / active EE | $3,716 | $3,693+0.6% | $4,728-21.4% | $4,237-12.3% |
| Admin fee / account holder | $339 | $625-45.7% | $6,410-94.7% | $593-42.8% |