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 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $40,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,478 | $47,126+5.0% | $149,673-66.9% | $74,419-33.5% |
| Participation rate | 75.3% | 63.4%+11.9pp | 78.8%-3.5pp | 70.7%+4.6pp |
| Annual return | 17.03% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,094 | $1,905+9.9% | $4,818-56.5% | $2,637-20.6% |
| Participant deferral / active EE | $4,067 | $2,728+49.1% | $5,680-28.4% | $4,528-10.2% |
| Admin fee / account holder | $297 | $343-13.3% | $13,210-97.8% | $348-14.6% |