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 |
|---|---|---|
BROUWER & JANACHOWSKI LLC5+ years Service code 27 1831 TIBURON BLVD · TIBURON, CA 949202572 | Advisory (Plan) | $63,024 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Contract Administrator | $20,977 |
RIS4 years Filed as: RIS EMPLOYEE BENEFITS INC Service code 99 10011 N FOOTHILL BLVD #110 · CUPERTINO, CA 95014 | Other Fees | $17,488 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $10,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,206 | $66,124+6.2% | $90,404-22.3% | $73,488-4.5% |
| Participation rate | 92.6% | 69.7%+22.9pp | 72.7%+19.9pp | 70.7%+21.9pp |
| Annual return | 7.11% | 17.65%-10.5pp | 1293.02%-1285.9pp | 28.51%-21.4pp |
| Employer contribution / active EE | $2,583 | $2,346+10.1% | $3,262-20.8% | $2,270+13.8% |
| Participant deferral / active EE | $3,246 | $3,039+6.8% | $3,963-18.1% | $3,740-13.2% |
| Admin fee / account holder | $401 | $396+1.2% | $5,611-92.9% | $513-21.9% |