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) | $81,415 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,591 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,863 | $103,641+24.3% | $107,525+19.8% | $102,872+25.3% |
| Participation rate | 35.5% | 79.4%-43.9pp | 75.1%-39.5pp | 73.0%-37.5pp |
| Annual return | 16.56% | 13.08%+3.5pp | 181.32%-164.8pp | 19.06%-2.5pp |
| Employer contribution / active EE | $2,747 | $5,096-46.1% | $3,754-26.8% | $3,526-22.1% |
| Participant deferral / active EE | $3,087 | $3,789-18.5% | $5,116-39.7% | $5,535-44.2% |
| Admin fee / account holder | $178 | $276-35.6% | $8,919-98.0% | $292-39.2% |