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 LLC8+ years Service code 27 100 SHORELINE HWY STE B101 · MILL VALLEY, CA 949416619 | Advisory (Plan) | $58,570 |
RIS7 years Filed as: RIS EMPLOYEE BENEFITS INC Service code 99 10011 N FOOTHILL BLVD #110 · CUPERTINO, CA 95014 | Other Fees | $19,523 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,940 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $15,567 |
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $15,068 |
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 | $63,992 | $58,264+9.8% | $86,612-26.1% | $71,457-10.4% |
| Participation rate | 93.3% | 65.0%+28.3pp | 71.7%+21.6pp | 67.9%+25.4pp |
| Annual return | 11.28% | 21.63%-10.4pp | 591.07%-579.8pp | 28.85%-17.6pp |
| Employer contribution / active EE | $2,831 | $2,574+10.0% | $3,022-6.3% | $2,588+9.4% |
| Participant deferral / active EE | $3,573 | $3,436+4.0% | $4,438-19.5% | $4,289-16.7% |
| Admin fee / account holder | $416 | $1,057-60.6% | $5,614-92.6% | $1,587-73.8% |