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 · EIN 95-2834236 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,644 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $34,062 |
Service code 13 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $19,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,754 | $82,202-72.3% | $125,339-81.8% | $64,808-64.9% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -14.75% | 3.48%-18.2pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,624 | $3,615-55.1% | $4,814-66.3% | $2,506-35.2% |
| Participant deferral / active EE | $4,174 | $7,175-41.8% | $7,446-43.9% | $4,310-3.2% |
| Admin fee / account holder | $213 | $163+30.3% | $10,010-97.9% | $188+13.2% |