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 64 · EIN 84-0467907 | Recordkeeping Fees | $95,434 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,729 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $16,758 |
Filed as: GWFS EQUITIES INC Service code 72 · EIN 84-0965407 | Other investment fees and expenses | $160 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,599 | $185,342-0.9% | $111,297+65.0% | $86,799+111.5% |
| Participation rate | 93.6% | 81.0%+12.6pp | 77.3%+16.2pp | 72.3%+21.3pp |
| Annual return | 14.16% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $7,547 | $2,246+236.0% | $2,731+176.3% | $2,405+213.8% |
| Participant deferral / active EE | $12,226 | $4,458+174.2% | $4,487+172.5% | $4,131+196.0% |
| Admin fee / account holder | $167 | $255-34.7% | $7,964-97.9% | $170-1.6% |