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 | $11,669 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $445 |
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 | $22,039 | $65,561-66.4% | $86,188-74.4% | $75,163-70.7% |
| Participation rate | 85.4% | 60.5%+24.9pp | 69.0%+16.5pp | 67.2%+18.2pp |
| Annual return | 14.79% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.8pp |
| Employer contribution / active EE | $704 | $1,553-54.7% | $2,380-70.4% | $2,670-73.6% |
| Participant deferral / active EE | $3,299 | $3,024+9.1% | $3,985-17.2% | $4,125-20.0% |
| Admin fee / account holder | $180 | $5,474-96.7% | $6,852-97.4% | $5,651-96.8% |