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 99 4340 REDWOOD HIGHWAY STE B60 · SAN RAFAEL, CA 94903 | Other Fees | $4,122 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,577 | $50,815-75.2% | $155,509-91.9% | $77,643-83.8% |
| Participation rate | 77.7% | 63.1%+14.6pp | 78.2%-0.5pp | 70.6%+7.1pp |
| Annual return | 21.56% | 34.80%-13.2pp | 64.67%-43.1pp | 31.24%-9.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $612 | $2,822-78.3% | $5,626-89.1% | $4,647-86.8% |
| Admin fee / account holder | $80 | $437-81.6% | $15,912-99.5% | $430-81.4% |