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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $91,892 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $8,797 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,443 | $95,274+123.0% | $135,903+56.3% | $74,419+185.5% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 16.52% | 32.77%-16.2pp | 68.23%-51.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $5,924 | $3,874+52.9% | $4,856+22.0% | $2,637+124.6% |
| Participant deferral / active EE | $9,516 | $7,782+22.3% | $7,758+22.7% | $4,528+110.1% |
| Admin fee / account holder | $287 | $266+8.0% | $10,762-97.3% | $348-17.4% |