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) | $56,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,738 |
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 | $63,701 | $50,982+24.9% | $154,803-58.9% | $85,563-25.6% |
| Participation rate | 81.9% | 59.8%+22.2pp | 78.1%+3.9pp | 66.0%+16.0pp |
| Annual return | 13.25% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.3pp |
| Employer contribution / active EE | $2,468 | $1,708+44.5% | $4,305-42.7% | $2,654-7.0% |
| Participant deferral / active EE | $4,464 | $2,474+80.4% | $5,540-19.4% | $4,375+2.0% |
| Admin fee / account holder | $380 | $846-55.1% | $14,329-97.4% | $834-54.5% |