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) | $20,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,639 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,103 | $50,199-16.1% | $70,092-39.9% | $66,914-37.1% |
| Participation rate | 94.5% | 66.3%+28.2pp | 70.5%+24.0pp | 69.8%+24.7pp |
| Annual return | -16.13% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,883 | $1,864+1.0% | $2,559-26.4% | $2,544-26.0% |
| Participant deferral / active EE | $3,349 | $3,112+7.6% | $3,849-13.0% | $4,237-21.0% |
| Admin fee / account holder | $102 | $600-83.0% | $6,267-98.4% | $593-82.9% |