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) | $21,844 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,898 | $100,923-41.6% | $150,045-60.7% | $74,304-20.7% |
| Participation rate | 77.4% | 70.1%+7.3pp | 82.3%-5.0pp | 60.3%+17.0pp |
| Annual return | 21.31% | 51.77%-30.5pp | 62.55%-41.2pp | 29.43%-8.1pp |
| Employer contribution / active EE | $2,751 | $3,463-20.6% | $4,693-41.4% | $2,241+22.8% |
| Participant deferral / active EE | $5,628 | $6,709-16.1% | $7,997-29.6% | $3,767+49.4% |
| Admin fee / account holder | $192 | $2,767-93.1% | $13,435-98.6% | $2,969-93.5% |