Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $36,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,228 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE STE 810 · MEMPHIS, TN 38137 | Contract Administrator | $8,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,736 | $85,515+58.7% | $112,040+21.1% | $67,986+99.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 8.24% | 29.68%-21.4pp | 24.52%-16.3pp | 31.67%-23.4pp |
| Employer contribution / active EE | $3,797 | $2,191+73.3% | $2,954+28.5% | $2,019+88.1% |
| Participant deferral / active EE | $4,943 | $4,014+23.1% | $5,098-3.0% | $3,358+47.2% |
| Admin fee / account holder | $1,026 | $3,774-72.8% | $12,098-91.5% | $3,203-68.0% |