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) | $17,889 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC Service code 13 682 E VINE ST #8 · MURRAY, UT 84107 | Contract Administrator | $12,921 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,178 | $59,402-3.7% | $93,654-38.9% | $74,546-23.3% |
| Participation rate | 97.4% | 59.7%+37.8pp | 68.7%+28.7pp | 67.2%+30.2pp |
| Annual return | 16.35% | 81.86%-65.5pp | 133.34%-117.0pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $3,572 | $1,265+182.4% | $2,421+47.6% | $2,624+36.1% |
| Participant deferral / active EE | $5,913 | $3,049+94.0% | $4,413+34.0% | $4,347+36.0% |
| Admin fee / account holder | $214 | $3,023-92.9% | $8,282-97.4% | $1,944-89.0% |