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) | $43,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $39,544 |
Service code 13 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $22,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,646 | $95,274-66.8% | $135,903-76.7% | $74,419-57.5% |
| Participation rate | 95.7% | 78.2%+17.6pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 18.80% | 32.77%-14.0pp | 68.23%-49.4pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,661 | $3,874-57.1% | $4,856-65.8% | $2,637-37.0% |
| Participant deferral / active EE | $4,482 | $7,782-42.4% | $7,758-42.2% | $4,528-1.0% |
| Admin fee / account holder | $255 | $266-4.3% | $10,762-97.6% | $348-26.8% |