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 6-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) | $26,734 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,138 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,279 | $78,485-60.1% | $106,213-70.6% | $74,495-58.0% |
| Participation rate | 98.8% | 72.8%+26.0pp | 75.3%+23.5pp | 67.2%+31.6pp |
| Annual return | 13.29% | 15.95%-2.7pp | 116.14%-102.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,124 | $2,523-55.4% | $3,171-64.5% | $2,623-57.1% |
| Participant deferral / active EE | $5,917 | $4,322+36.9% | $5,016+18.0% | $4,346+36.2% |
| Admin fee / account holder | $242 | $2,232-89.2% | $11,033-97.8% | $1,942-87.5% |