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) | $25,695 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,109 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,190 | $84,556+4.3% | $116,228-24.1% | $74,304+18.7% |
| Participation rate | 55.3% | 66.0%-10.7pp | 74.6%-19.2pp | 60.3%-5.0pp |
| Annual return | 17.42% | 18.35%-0.9pp | 90.06%-72.6pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,009 | $2,168-53.4% | $2,994-66.3% | $2,241-55.0% |
| Participant deferral / active EE | $3,044 | $3,814-20.2% | $4,953-38.5% | $3,767-19.2% |
| Admin fee / account holder | $343 | $3,792-91.0% | $11,989-97.1% | $2,969-88.4% |