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 SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,767 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,091 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $13,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $172,851 | $131,799+31.1% | $200,582-13.8% | $85,563+102.0% |
| Participation rate | 53.3% | 87.9%-34.7pp | 86.9%-33.6pp | 66.0%-12.7pp |
| Annual return | 15.58% | 21.59%-6.0pp | 42.33%-26.8pp | 31.51%-15.9pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,822 | $7,702-24.4% | $9,331-37.6% | $4,375+33.1% |
| Admin fee / account holder | $268 | $235+14.1% | $16,305-98.4% | $834-67.8% |