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) | $29,490 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,063 | $82,664+77.9% | $125,339+17.3% | $68,494+114.7% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.0pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,539 | $3,381+34.2% | $4,814-5.7% | $2,596+74.8% |
| Participant deferral / active EE | $7,684 | $6,110+25.8% | $7,446+3.2% | $4,027+90.8% |
| Admin fee / account holder | $279 | $6,275-95.6% | $10,010-97.2% | $5,403-94.8% |