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) | $38,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,756 |
RETIREWELL ADMINISTRATORS7 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $15,120 |
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 | $62,150 | $52,406+18.6% | $129,207-51.9% | $74,495-16.6% |
| Participation rate | 70.7% | 53.8%+16.9pp | 69.6%+1.1pp | 67.2%+3.5pp |
| Annual return | 13.29% | 15.66%-2.4pp | 9417.33%-9404.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,440 | $1,531+59.4% | $4,153-41.3% | $2,623-7.0% |
| Participant deferral / active EE | $4,542 | $2,794+62.5% | $4,168+9.0% | $4,346+4.5% |
| Admin fee / account holder | $448 | $2,633-83.0% | $7,715-94.2% | $1,942-76.9% |