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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $89,534 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $58,372 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $67 |
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 | $109,928 | $76,050+44.5% | $96,544+13.9% | $71,457+53.8% |
| Participation rate | 83.3% | 74.4%+8.8pp | 76.0%+7.3pp | 67.9%+15.3pp |
| Annual return | 14.59% | 22.81%-8.2pp | 25.84%-11.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,118 | $2,244+38.9% | $2,965+5.2% | $2,588+20.5% |
| Participant deferral / active EE | $7,948 | $4,215+88.6% | $4,851+63.9% | $4,289+85.3% |
| Admin fee / account holder | $227 | $2,707-91.6% | $8,252-97.2% | $1,587-85.7% |