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 5-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) | $23,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,273 | $62,146-3.0% | $81,438-26.0% | $74,546-19.1% |
| Participation rate | 91.2% | 64.1%+27.1pp | 69.5%+21.6pp | 67.2%+23.9pp |
| Annual return | 19.38% | 16.49%+2.9pp | 24.74%-5.4pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $4,542 | $1,883+141.2% | $2,460+84.6% | $2,624+73.1% |
| Participant deferral / active EE | $9,637 | $3,229+198.4% | $3,883+148.2% | $4,347+121.7% |
| Admin fee / account holder | $203 | $1,922-89.4% | $5,764-96.5% | $1,944-89.6% |