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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,978 |
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAGH DOBBERSTEIN INC Service code 10 505 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Accounting | $3,409 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $824 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,433 | $53,925-47.3% | $75,670-62.4% | $69,631-59.2% |
| Participation rate | 49.0% | 71.2%-22.2pp | 72.3%-23.3pp | 70.7%-21.6pp |
| Annual return | 14.18% | 17.84%-3.7pp | 27.34%-13.2pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $796 | $1,802-55.8% | $2,352-66.2% | $2,032-60.8% |
| Participant deferral / active EE | $1,714 | $2,569-33.3% | $3,142-45.5% | $3,224-46.8% |
| Admin fee / account holder | $70 | $97-27.9% | $5,800-98.8% | $110-36.6% |