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 | $45,343-20.7% | $150,298-76.1% | $67,986-47.1% |
| Participation rate | 96.1% | 51.9%+44.2pp | 77.8%+18.3pp | 57.2%+38.9pp |
| Annual return | 12.47% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,489 | $1,462+1.8% | $4,154-64.2% | $2,019-26.2% |
| Participant deferral / active EE | $4,802 | $2,055+133.7% | $5,453-11.9% | $3,358+43.0% |
| Admin fee / account holder | $215 | $2,250-90.4% | $14,116-98.5% | $3,203-93.3% |