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) | $13,833 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,016 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,338 | $65,061-41.1% | $143,757-73.3% | $66,914-42.7% |
| Participation rate | 84.9% | 65.2%+19.7pp | 80.3%+4.6pp | 69.8%+15.1pp |
| Annual return | -16.28% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,420 | $2,361-39.9% | $4,951-71.3% | $2,544-44.2% |
| Participant deferral / active EE | $4,218 | $2,919+44.5% | $5,637-25.2% | $4,237-0.5% |
| Admin fee / account holder | $120 | $502-76.1% | $14,673-99.2% | $593-79.8% |