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 8-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) | $25,923 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,139 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC RETIREMENT ADMINISTRATION Service code 13 5603-B W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $5,184 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,614 | $76,670-43.1% | $96,683-54.9% | $71,457-39.0% |
| Participation rate | 67.1% | 66.6%+0.5pp | 74.3%-7.3pp | 67.9%-0.9pp |
| Annual return | 14.23% | 48.29%-34.1pp | 35.69%-21.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,385 | $3,031-21.3% | $3,737-36.2% | $2,588-7.8% |
| Participant deferral / active EE | $4,301 | $3,771+14.0% | $4,878-11.8% | $4,289+0.3% |
| Admin fee / account holder | $340 | $2,028-83.2% | $6,730-94.9% | $1,587-78.6% |