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) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,736 | $87,870+54.5% | $113,168+19.9% | $74,304+82.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 8.24% | 26.44%-18.2pp | 24.27%-16.0pp | 29.43%-21.2pp |
| Employer contribution / active EE | $3,797 | $2,277+66.8% | $2,975+27.6% | $2,241+69.4% |
| Participant deferral / active EE | $4,943 | $4,241+16.6% | $5,107-3.2% | $3,767+31.2% |
| Admin fee / account holder | $1,026 | $3,368-69.5% | $12,068-91.5% | $2,969-65.4% |