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 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,244 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS INC Service code 13 · EIN 02-6405960 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $21,561 |
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,841 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $202,115 | $86,655+133.2% | $119,609+69.0% | $66,914+202.0% |
| Participation rate | 92.0% | 75.6%+16.4pp | 79.3%+12.7pp | 69.8%+22.2pp |
| Annual return | -11.50% | -8.00%-3.5pp | -14.97%+3.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,695 | $2,536-33.2% | $4,232-59.9% | $2,544-33.4% |
| Participant deferral / active EE | $10,977 | $4,358+151.9% | $5,602+95.9% | $4,237+159.1% |
| Admin fee / account holder | $452 | $755-40.1% | $10,323-95.6% | $593-23.8% |