See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $15,637 |
GOLDLEAF PARTNERS3 years Service code 15 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Recordkeeping | $1,435 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,394 |
Service code 49 · EIN 36-3429599 | Other Services | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,588 | $99,957-79.4% | $149,696-86.2% | $73,488-72.0% |
| Participation rate | 76.4% | 75.7%+0.7pp | 82.5%-6.0pp | 70.7%+5.8pp |
| Annual return | 15.85% | 53.87%-38.0pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,043 | $3,191-67.3% | $4,644-77.5% | $2,270-54.0% |
| Participant deferral / active EE | $3,000 | $6,073-50.6% | $6,842-56.1% | $3,740-19.8% |
| Admin fee / account holder | $74 | $551-86.5% | $9,309-99.2% | $513-85.5% |