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) | $31,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,727 |
RETIREWELL ADMINISTRATORS6 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $12,221 |
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 | $61,520 | $48,335+27.3% | $121,098-49.2% | $71,457-13.9% |
| Participation rate | 57.1% | 54.3%+2.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | 19.20% | 23.32%-4.1pp | 985.75%-966.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,982 | $1,489+33.1% | $4,164-52.4% | $2,588-23.4% |
| Participant deferral / active EE | $3,960 | $2,754+43.8% | $4,080-2.9% | $4,289-7.7% |
| Admin fee / account holder | $425 | $1,841-76.9% | $5,644-92.5% | $1,587-73.2% |