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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,692 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,967 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLAND, TX 77380 | Contract Administrator | $10,784 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $2,122 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,853 | $99,078-85.0% | $96,544-84.6% | $74,419-80.0% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.0%+16.3pp | 70.7%+21.6pp |
| Annual return | 18.36% | 22.48%-4.1pp | 25.84%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,016 | $2,570-60.5% | $2,965-65.7% | $2,637-61.5% |
| Participant deferral / active EE | $2,021 | $4,933-59.0% | $4,851-58.3% | $4,528-55.4% |
| Admin fee / account holder | $143 | $225-36.3% | $8,252-98.3% | $348-58.9% |