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) | $13,788 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,462 |
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 | $60,918 | $77,503-21.4% | $100,391-39.3% | $80,856-24.7% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 11.77% | 37.20%-25.4pp | 49.20%-37.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,525 | $2,801+25.9% | $3,942-10.6% | $2,755+28.0% |
| Participant deferral / active EE | $7,190 | $6,820+5.4% | $8,082-11.0% | $4,296+67.4% |
| Admin fee / account holder | $199 | $5,897-96.6% | $7,899-97.5% | $6,918-97.1% |