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) | $30,925 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,402 | $73,360+24.6% | $177,989-48.6% | $74,495+22.7% |
| Participation rate | 81.0% | 66.6%+14.3pp | 77.1%+3.9pp | 67.2%+13.8pp |
| Annual return | 16.57% | 17.49%-0.9pp | 294.48%-277.9pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,547 | $2,216+60.0% | $3,949-10.2% | $2,623+35.2% |
| Participant deferral / active EE | $10,179 | $4,513+125.5% | $6,276+62.2% | $4,346+134.2% |
| Admin fee / account holder | $298 | $1,808-83.5% | $10,363-97.1% | $1,942-84.6% |