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 HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,968 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,901 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,821 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,821 | $49,915+19.8% | $154,803-61.4% | $74,304-19.5% |
| Participation rate | 99.4% | 54.0%+45.5pp | 78.1%+21.4pp | 60.3%+39.1pp |
| Annual return | 17.61% | 34.06%-16.4pp | 58.88%-41.3pp | 29.43%-11.8pp |
| Employer contribution / active EE | $3,425 | $1,611+112.6% | $4,305-20.4% | $2,241+52.8% |
| Participant deferral / active EE | $5,989 | $2,255+165.6% | $5,540+8.1% | $3,767+59.0% |
| Admin fee / account holder | $328 | $2,189-85.0% | $14,329-97.7% | $2,969-88.9% |