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 |
|---|---|---|
GOLDEN GATE RETIREMENT CONSULTANTS10+ years Service code 10 · EIN 20-1734977 395 OYSTER POINT BLVD · SOUTH SAN FRANCISCO, CA 94080 | Accounting | $22,221 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 06-0974148 8515 EAST ORCHARD RO · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,015 |
Filed as: EMPOWER ADVISORY Service code 23 · EIN 06-0974148 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment management; Insurance serv... | $908 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,143 | $216,711-68.1% | $136,749-49.4% | $85,563-19.2% |
| Participation rate | 72.1% | 51.7%+20.3pp | 72.1%-0.1pp | 66.0%+6.1pp |
| Annual return | 11.12% | 15.26%-4.1pp | 24.33%-13.2pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,657 | $1,660-0.2% | $3,400-51.3% | $2,654-37.6% |
| Participant deferral / active EE | $2,611 | $2,635-0.9% | $4,692-44.3% | $4,375-40.3% |
| Admin fee / account holder | $28 | $1,223-97.7% | $11,386-99.8% | $834-96.6% |