See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,022 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,038 |
RETIREWELL ADMINISTRATORS8 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $18,188 |
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 | $74,952 | $53,053+41.3% | $126,539-40.8% | $74,304+0.9% |
| Participation rate | 68.6% | 48.0%+20.6pp | 69.8%-1.2pp | 60.3%+8.2pp |
| Annual return | 20.33% | 29.46%-9.1pp | 425.95%-405.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,658 | $1,168+127.7% | $3,674-27.6% | $2,241+18.6% |
| Participant deferral / active EE | $4,929 | $2,303+114.0% | $4,083+20.7% | $3,767+30.8% |
| Admin fee / account holder | $500 | $3,698-86.5% | $6,065-91.8% | $2,969-83.1% |