Filed November 11, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,302 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,823 |
COASTAL PENSION SERVICES1 year Service code 13 7230 LEE DEFOREST DR · COLUMBIA, MD 21046 | Contract Administrator | $85 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,864 | $60,323+14.2% | $81,812-15.8% | $74,495-7.6% |
| Participation rate | 91.0% | 62.9%+28.2pp | 72.3%+18.7pp | 67.2%+23.8pp |
| Annual return | 22.93% | 16.90%+6.0pp | 773.79%-750.9pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $4,178 | $2,620+59.4% | $2,912+43.5% | $2,623+59.3% |
| Participant deferral / active EE | $6,041 | $3,387+78.3% | $4,319+39.9% | $4,346+39.0% |
| Admin fee / account holder | $210 | $1,486-85.9% | $7,386-97.2% | $1,942-89.2% |