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) | $135,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,960 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,092 | $72,254-52.8% | $86,677-60.7% | $64,808-47.4% |
| Participation rate | 87.7% | 80.4%+7.2pp | 76.6%+11.1pp | 71.5%+16.2pp |
| Annual return | -14.84% | 392.42%-407.3pp | 35.91%-50.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,027 | $2,393-57.1% | $2,836-63.8% | $2,506-59.0% |
| Participant deferral / active EE | $3,097 | $4,658-33.5% | $4,656-33.5% | $4,310-28.2% |
| Admin fee / account holder | $232 | $174+33.6% | $7,493-96.9% | $188+23.7% |