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) | $18,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,989 | $79,171+88.2% | $102,423+45.5% | $74,495+100.0% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 10.88% | 54.93%-44.1pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $5,667 | $2,362+139.9% | $3,023+87.4% | $2,623+116.1% |
| Participant deferral / active EE | $8,078 | $4,415+83.0% | $5,053+59.9% | $4,346+85.9% |
| Admin fee / account holder | $157 | $2,001-92.2% | $9,451-98.3% | $1,942-91.9% |