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 |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $32,566 |
PAYCHEX, INC.2 years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,777 |
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 | $26,799 | $101,317-73.5% | $146,958-81.8% | $74,495-64.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 15.68% | 8730.91%-8715.2pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,274 | $3,810-14.1% | $4,933-33.6% | $2,623+24.8% |
| Participant deferral / active EE | $4,363 | $7,303-40.3% | $8,070-45.9% | $4,346+0.4% |
| Admin fee / account holder | $177 | $1,739-89.8% | $12,998-98.6% | $1,942-90.9% |