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) | $46,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $88,791 | $91,407-2.9% | $135,903-34.7% | $71,457+24.3% |
| Participation rate | 95.5% | 75.7%+19.8pp | 81.9%+13.6pp | 67.9%+27.6pp |
| Annual return | 16.19% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,193 | $3,703-13.8% | $4,856-34.2% | $2,588+23.4% |
| Participant deferral / active EE | $7,524 | $7,092+6.1% | $7,758-3.0% | $4,289+75.4% |
| Admin fee / account holder | $164 | $1,266-87.0% | $10,762-98.5% | $1,587-89.6% |