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 LLC7+ years Service code 27 100 SHORELINE HWY STE B101 · MILL VALLEY, CA 949416619 | Advisory (Plan) | $70,102 |
RIS6 years Filed as: RIS EMPLOYEE BENEFITS INC Service code 99 10011 N FOOTHILL BLVD #110 · CUPERTINO, CA 95014 | Other Fees | $20,484 |
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Contract Administrator | $16,290 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $14,752 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $937 |
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 | $63,800 | $51,197+24.6% | $82,719-22.9% | $66,914-4.7% |
| Participation rate | 77.9% | 67.8%+10.1pp | 72.6%+5.3pp | 69.8%+8.1pp |
| Annual return | -16.38% | -9.64%-6.7pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,776 | $2,611+6.3% | $3,009-7.7% | $2,544+9.1% |
| Participant deferral / active EE | $3,476 | $3,458+0.5% | $4,395-20.9% | $4,237-18.0% |
| Admin fee / account holder | $452 | $416+8.8% | $5,329-91.5% | $593-23.8% |