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 Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,239 |
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 | $45,035 | $79,171-43.1% | $102,423-56.0% | $74,495-39.5% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 82.40% | 54.93%+27.5pp | 29.32%+53.1pp | 1364.94%-1282.5pp |
| Employer contribution / active EE | $2,091 | $2,362-11.5% | $3,023-30.8% | $2,623-20.3% |
| Participant deferral / active EE | $3,554 | $4,415-19.5% | $5,053-29.7% | $4,346-18.2% |
| Admin fee / account holder | $90 | $2,001-95.5% | $9,451-99.0% | $1,942-95.4% |