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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $49,439 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $44,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,396 | $72,254-39.9% | $86,677-49.9% | $64,808-33.0% |
| Participation rate | 95.3% | 80.4%+14.9pp | 76.6%+18.7pp | 71.5%+23.8pp |
| Annual return | -13.48% | 392.42%-405.9pp | 35.91%-49.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,362 | $2,393-1.3% | $2,836-16.7% | $2,506-5.7% |
| Participant deferral / active EE | $6,890 | $4,658+47.9% | $4,656+48.0% | $4,310+59.8% |
| Admin fee / account holder | $38 | $174-78.0% | $7,493-99.5% | $188-79.6% |