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) | $26,183 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $13,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,817 |
BROOKS TROPICALS LLC2 years Service code 25 18400 SW 256 ST · HOMESTEAD, FL 33031 | Directed Trustee | $0 |
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 | $105,670 | $176,947-40.3% | $136,749-22.7% | - |
| Participation rate | 82.8% | 61.8%+21.0pp | 72.1%+10.7pp | - |
| Annual return | 12.46% | 15.13%-2.7pp | 24.33%-11.9pp | - |
| Employer contribution / active EE | $3,260 | $2,196+48.5% | $3,400-4.1% | - |
| Participant deferral / active EE | $4,478 | $4,114+8.8% | $4,692-4.6% | - |
| Admin fee / account holder | $305 | $22,209-98.6% | $11,386-97.3% | - |