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) | $51,597 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,693 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,667 |
Filed as: SCHWAB SDB Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,853 | $47,126+61.0% | $149,673-49.3% | $74,419+1.9% |
| Participation rate | 89.4% | 63.4%+26.1pp | 78.8%+10.7pp | 70.7%+18.7pp |
| Annual return | 19.24% | 22.75%-3.5pp | 134.42%-115.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $5,520 | $1,905+189.7% | $4,818+14.6% | $2,637+109.3% |
| Participant deferral / active EE | $12,171 | $2,728+346.2% | $5,680+114.3% | $4,528+168.8% |
| Admin fee / account holder | $226 | $343-34.0% | $13,210-98.3% | $348-35.0% |