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) | $92,492 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · 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 | $214,281 | $91,762+133.5% | $67,502+217.4% | $77,643+176.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 15.24% | 14.87%+0.4pp | 3512.12%-3496.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $12,338 | $3,181+287.9% | $2,731+351.8% | $2,726+352.6% |
| Participant deferral / active EE | $11,767 | $3,903+201.5% | $4,000+194.2% | $4,647+153.2% |
| Admin fee / account holder | $199 | $176+13.0% | $3,998-95.0% | $430-53.8% |