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) | $28,673 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,939 |
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 | $102,454 | $73,360+39.7% | $177,989-42.4% | $74,495+37.5% |
| Participation rate | 28.4% | 66.6%-38.2pp | 77.1%-48.7pp | 67.2%-38.8pp |
| Annual return | 11.58% | 17.49%-5.9pp | 294.48%-282.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,960 | $2,216-11.6% | $3,949-50.4% | $2,623-25.3% |
| Participant deferral / active EE | $3,088 | $4,513-31.6% | $6,276-50.8% | $4,346-28.9% |
| Admin fee / account holder | $366 | $1,808-79.7% | $10,363-96.5% | $1,942-81.1% |