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) | $48,158 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,456 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
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 | $56,166 | $46,292+21.3% | $143,757-60.9% | $64,808-13.3% |
| Participation rate | 87.1% | 64.2%+22.9pp | 80.3%+6.8pp | 71.5%+15.6pp |
| Annual return | -9.00% | -10.05%+1.1pp | -0.04%-9.0pp | 32.82%-41.8pp |
| Employer contribution / active EE | $4,260 | $1,910+123.1% | $4,951-14.0% | $2,506+70.0% |
| Participant deferral / active EE | $9,413 | $2,646+255.8% | $5,637+67.0% | $4,310+118.4% |
| Admin fee / account holder | $172 | $154+11.8% | $14,673-98.8% | $188-8.4% |