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 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $14,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,908 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | -$1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,092 | $26,549+175.3% | $61,373+19.1% | $66,914+9.2% |
| Participation rate | 23.4% | 38.1%-14.6pp | 52.6%-29.1pp | 69.8%-46.4pp |
| Annual return | -13.76% | -16.21%+2.5pp | 338.61%-352.4pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,072 | $1,338-19.9% | $2,125-49.6% | $4,237-74.7% |
| Admin fee / account holder | $65 | $409-84.2% | $2,130-97.0% | $593-89.1% |