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) | $80,156 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,881 |
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 | $224,345 | $129,021+73.9% | $184,203+21.8% | $77,643+188.9% |
| Participation rate | 99.3% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 16.13% | 33.27%-17.1pp | 28.81%-12.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $6,084 | $4,413+37.9% | $6,427-5.3% | $2,726+123.2% |
| Participant deferral / active EE | $16,880 | $7,297+131.3% | $9,131+84.9% | $4,647+263.2% |
| Admin fee / account holder | $430 | $254+69.3% | $13,901-96.9% | $430-0.1% |