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) | $37,876 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,312 |
Filed as: ELLIS BENEFITS GROUP INC. Service code 13 | Contract Administrator | $5,000 |
Filed as: ELLIS BENEFITS GROUP INC Service code 13 PO BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $2,990 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,546 | $93,571+32.0% | $135,903-9.1% | $75,163+64.4% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 14.43% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,432 | $3,537-2.9% | $4,856-29.3% | $2,670+28.6% |
| Participant deferral / active EE | $6,604 | $6,404+3.1% | $7,758-14.9% | $4,125+60.1% |
| Admin fee / account holder | $259 | $6,975-96.3% | $10,762-97.6% | $5,651-95.4% |