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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,687 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,192 | $62,327+4.6% | $120,354-45.8% | $74,495-12.5% |
| Participation rate | 55.8% | 56.8%-1.0pp | 71.9%-16.1pp | 67.2%-11.4pp |
| Annual return | 14.26% | 18.61%-4.4pp | 107.15%-92.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,440 | $1,843+32.4% | $3,463-29.5% | $2,623-7.0% |
| Participant deferral / active EE | $6,718 | $2,893+132.2% | $4,991+34.6% | $4,346+54.6% |
| Admin fee / account holder | $282 | $2,396-88.2% | $9,423-97.0% | $1,942-85.5% |