Filed April 21, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,294 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $15,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,943 | $49,915-28.0% | $154,803-76.8% | $74,304-51.6% |
| Participation rate | 96.1% | 54.0%+42.1pp | 78.1%+18.0pp | 60.3%+35.7pp |
| Annual return | 12.47% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,489 | $1,611-7.6% | $4,305-65.4% | $2,241-33.6% |
| Participant deferral / active EE | $4,802 | $2,255+113.0% | $5,540-13.3% | $3,767+27.5% |
| Admin fee / account holder | $215 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |