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 4-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) | $50,175 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,247 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,021 | $82,972+37.4% | $103,374+10.3% | $77,671+46.8% |
| Participation rate | 83.8% | 71.5%+12.3pp | 74.5%+9.3pp | 70.6%+13.2pp |
| Annual return | 14.96% | 19.14%-4.2pp | 24.89%-9.9pp | 31.21%-16.3pp |
| Employer contribution / active EE | $4,379 | $3,554+23.2% | $3,869+13.2% | $2,726+60.6% |
| Participant deferral / active EE | $10,270 | $4,108+150.0% | $5,058+103.1% | $4,648+121.0% |
| Admin fee / account holder | $268 | $639-58.0% | $8,394-96.8% | $430-37.6% |