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) | $34,606 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,246 | $78,485+31.5% | $106,213-2.8% | $74,495+38.6% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.8pp |
| Annual return | 10.44% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,369 | $2,523-45.7% | $3,171-56.8% | $2,623-47.8% |
| Participant deferral / active EE | $6,449 | $4,322+49.2% | $5,016+28.6% | $4,346+48.4% |
| Admin fee / account holder | $556 | $2,232-75.1% | $11,033-95.0% | $1,942-71.4% |