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) | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,444 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $381 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,475 | $49,451-62.6% | $79,550-76.8% | $66,914-72.4% |
| Participation rate | 85.4% | 61.3%+24.1pp | 69.5%+16.0pp | 69.8%+15.6pp |
| Annual return | -18.21% | 84.25%-102.5pp | 0.16%-18.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $431 | $1,266-66.0% | $2,413-82.2% | $2,544-83.1% |
| Participant deferral / active EE | $3,015 | $3,159-4.6% | $3,985-24.4% | $4,237-28.8% |
| Admin fee / account holder | $184 | $595-69.0% | $6,832-97.3% | $593-68.9% |