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) | $30,244 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,886 |
RETIREWELL ADMINISTRATORS5 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $12,878 |
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 | $52,836 | $46,674+13.2% | $117,472-55.0% | $68,494-22.9% |
| Participation rate | 58.4% | 56.8%+1.7pp | 70.6%-12.2pp | 67.9%-9.5pp |
| Annual return | -17.16% | -14.52%-2.6pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,169 | $1,505+44.2% | $4,176-48.0% | $2,596-16.4% |
| Participant deferral / active EE | $4,187 | $2,636+58.8% | $4,070+2.9% | $4,027+4.0% |
| Admin fee / account holder | $455 | $4,020-88.7% | $5,645-91.9% | $5,403-91.6% |