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 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $50,922 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,305 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,162 | $50,815+14.5% | $155,509-62.6% | $77,643-25.1% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 16.28% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,280 | $1,993+14.4% | $4,672-51.2% | $2,726-16.3% |
| Participant deferral / active EE | $4,161 | $2,822+47.5% | $5,626-26.0% | $4,647-10.5% |
| Admin fee / account holder | $359 | $437-17.7% | $15,912-97.7% | $430-16.5% |