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) | $27,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,313 |
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.)
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 | $139,216 | $50,982+173.1% | $154,803-10.1% | $85,563+62.7% |
| Participation rate | 60.8% | 59.8%+1.0pp | 78.1%-17.3pp | 66.0%-5.2pp |
| Annual return | 16.27% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4,468 | $1,708+161.6% | $4,305+3.8% | $2,654+68.4% |
| Participant deferral / active EE | $9,223 | $2,474+272.8% | $5,540+66.5% | $4,375+110.8% |
| Admin fee / account holder | $488 | $846-42.3% | $14,329-96.6% | $834-41.5% |