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) | $20,359 |
PEAK RETIREMENT GROUP1 year Filed as: PEAK RETIRMENT GROUP Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $1,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $122 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,501 | $79,171-11.0% | $102,423-31.2% | $74,495-5.4% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 73.51% | 54.93%+18.6pp | 29.32%+44.2pp | 1364.94%-1291.4pp |
| Employer contribution / active EE | $2,145 | $2,362-9.2% | $3,023-29.0% | $2,623-18.2% |
| Participant deferral / active EE | $5,706 | $4,415+29.2% | $5,053+12.9% | $4,346+31.3% |
| Admin fee / account holder | $158 | $2,001-92.1% | $9,451-98.3% | $1,942-91.9% |