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 6-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) | $34,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,063 |
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 | $73,738 | $65,561+12.5% | $91,541-19.4% | $74,304-0.8% |
| Participation rate | 93.8% | 56.6%+37.2pp | 69.8%+24.1pp | 60.3%+33.5pp |
| Annual return | 36.14% | 17.68%+18.5pp | 20.50%+15.6pp | 29.43%+6.7pp |
| Employer contribution / active EE | $5,589 | $1,717+225.5% | $2,505+123.1% | $2,241+149.4% |
| Participant deferral / active EE | $10,368 | $2,918+255.3% | $4,008+158.7% | $3,767+175.2% |
| Admin fee / account holder | $273 | $3,333-91.8% | $6,956-96.1% | $2,969-90.8% |