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) | $50,069 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,184 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,175 |
CLEARFIELD INC4 years Service code 99 7050 WINNETKA AVE N · MINNEAPOLIS, MN 55428 | Other Fees | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,015 | $87,870+93.5% | $113,168+50.2% | $74,304+128.8% |
| Participation rate | 92.9% | 70.7%+22.2pp | 76.6%+16.4pp | 60.3%+32.6pp |
| Annual return | 15.42% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $5,069 | $2,277+122.6% | $2,975+70.4% | $2,241+126.2% |
| Participant deferral / active EE | $10,291 | $4,241+142.7% | $5,107+101.5% | $3,767+173.2% |
| Admin fee / account holder | $367 | $3,368-89.1% | $12,068-97.0% | $2,969-87.6% |