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 9-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) | $32,660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,498 | $86,944-23.5% | $107,525-38.2% | $74,304-10.5% |
| Participation rate | 53.3% | 59.6%-6.3pp | 75.1%-21.8pp | 60.3%-7.1pp |
| Annual return | 10.89% | 23.52%-12.6pp | 181.32%-170.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $1,452 | $2,757-47.3% | $3,754-61.3% | $2,241-35.2% |
| Participant deferral / active EE | $2,419 | $3,554-32.0% | $5,116-52.7% | $3,767-35.8% |
| Admin fee / account holder | $358 | $3,727-90.4% | $8,919-96.0% | $2,969-87.9% |