See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,248 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,500 |
CSW INC9+ years Service code 99 45 TYBURSKI RD · LUDLOW, MA 01056 | Other Fees | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,630 | $79,171+51.1% | $102,423+16.8% | $74,495+60.6% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.8pp | 67.2%+25.0pp |
| Annual return | 23.35% | 54.93%-31.6pp | 29.32%-6.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $1,371 | $2,362-42.0% | $3,023-54.7% | $2,623-47.7% |
| Participant deferral / active EE | $5,193 | $4,415+17.6% | $5,053+2.8% | $4,346+19.5% |
| Admin fee / account holder | $445 | $2,001-77.8% | $9,451-95.3% | $1,942-77.1% |