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) | $24,061 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,881 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,650 | $62,603-30.3% | $104,294-58.1% | $66,914-34.8% |
| Participation rate | 81.1% | 59.6%+21.5pp | 73.3%+7.8pp | 69.8%+11.3pp |
| Annual return | -12.03% | -14.70%+2.7pp | 24.61%-36.6pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,442 | $1,972+23.9% | $3,372-27.6% | $2,544-4.0% |
| Participant deferral / active EE | $7,220 | $2,853+153.1% | $4,625+56.1% | $4,237+70.4% |
| Admin fee / account holder | $257 | $656-60.9% | $7,339-96.5% | $593-56.7% |