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) | $32,758 |
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,961 |
PENTEGRA SERVICES, INC.4 years Service code 13 · EIN 13-3745616 701 WESCHESTER AVENUE SUITE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $2,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,935 | $106,028-38.8% | $146,958-55.8% | $77,643-16.4% |
| Participation rate | 52.9% | 78.4%-25.5pp | 82.2%-29.3pp | 70.6%-17.7pp |
| Annual return | 21.12% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $2,278 | $4,063-43.9% | $4,933-53.8% | $2,726-16.4% |
| Participant deferral / active EE | $5,195 | $7,990-35.0% | $8,070-35.6% | $4,647+11.8% |
| Admin fee / account holder | $376 | $337+11.5% | $12,998-97.1% | $430-12.5% |