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 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $17,182 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,760 | $60,488+50.0% | $109,895-17.4% | $79,386+14.3% |
| Participation rate | 45.5% | 67.0%-21.5pp | 74.2%-28.7pp | 70.7%-25.2pp |
| Annual return | 26.84% | 189.57%-162.7pp | 29.45%-2.6pp | 116.85%-90.0pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,842-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,898 | $3,220+21.1% | $4,048-3.7% | $4,046-3.6% |
| Admin fee / account holder | $387 | $605-36.0% | $6,066-93.6% | $626-38.3% |