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) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,573 |
CROSSPLANS8 years Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $5,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 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 | $112,637 | $96,484+16.7% | $156,263-27.9% | $74,304+51.6% |
| Participation rate | 91.3% | 67.7%+23.6pp | 78.9%+12.4pp | 60.3%+31.0pp |
| Annual return | 14.12% | 17.73%-3.6pp | 59.47%-45.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $3,566 | $2,528+41.1% | $4,333-17.7% | $2,241+59.1% |
| Participant deferral / active EE | $7,431 | $4,286+73.4% | $6,158+20.7% | $3,767+97.3% |
| Admin fee / account holder | $109 | $3,728-97.1% | $14,255-99.2% | $2,969-96.3% |