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) | $22,760 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,612 | $101,317-49.1% | $146,958-64.9% | $74,495-30.7% |
| Participation rate | 56.2% | 75.5%-19.3pp | 82.2%-26.0pp | 67.2%-11.0pp |
| Annual return | 16.54% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,283 | $3,810+12.4% | $4,933-13.2% | $2,623+63.3% |
| Participant deferral / active EE | $9,548 | $7,303+30.7% | $8,070+18.3% | $4,346+119.7% |
| Admin fee / account holder | $339 | $1,739-80.5% | $12,998-97.4% | $1,942-82.5% |