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 1312 W. HERNDON AVE., SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $22,847 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $21,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,424 | $49,915-31.0% | $154,803-77.8% | $74,304-53.7% |
| Participation rate | 88.1% | 54.0%+34.2pp | 78.1%+10.0pp | 60.3%+27.8pp |
| Annual return | 14.66% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,152 | $1,611+33.6% | $4,305-50.0% | $2,241-4.0% |
| Participant deferral / active EE | $2,399 | $2,255+6.4% | $5,540-56.7% | $3,767-36.3% |
| Admin fee / account holder | $199 | $2,189-90.9% | $14,329-98.6% | $2,969-93.3% |