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 LLC6+ years Service code 27 1831 TIBURON BLVD · TIBURON, CA 949202572 | Advisory (Plan) | $68,484 |
RIS5 years Filed as: RIS EMPLOYEE BENEFITS INC Service code 99 10011 N FOOTHILL BLVD #110 · CUPERTINO, CA 95014 | Other Fees | $20,783 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $12,945 |
NEWPORT GROUP, INC.6+ years Service code 13 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Contract Administrator | $8,132 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,523 | $63,745+20.0% | $98,442-22.3% | $79,386-3.6% |
| Participation rate | 84.9% | 69.9%+15.0pp | 73.3%+11.5pp | 70.7%+14.2pp |
| Annual return | 17.11% | 625.80%-608.7pp | 1492.73%-1475.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $2,517 | $2,557-1.6% | $2,960-15.0% | $2,427+3.7% |
| Participant deferral / active EE | $3,330 | $3,303+0.8% | $4,276-22.1% | $4,046-17.7% |
| Admin fee / account holder | $376 | $516-27.1% | $5,949-93.7% | $626-40.0% |