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) | $34,799 |
Filed as: HUB INTERNATIONAL NEW ENGLAND LLC Service code 13 299 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $21,336 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,024 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS INC Service code 13 · EIN 02-6405960 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,588 |
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 | $218,176 | $82,978+162.9% | $129,995+67.8% | $71,457+205.3% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 15.52% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,747 | $2,622-33.4% | $4,320-59.6% | $2,588-32.5% |
| Participant deferral / active EE | $10,871 | $4,432+145.3% | $5,820+86.8% | $4,289+153.5% |
| Admin fee / account holder | $570 | $1,729-67.1% | $10,614-94.6% | $1,587-64.1% |