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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $41,785 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,587 |
Filed as: BANK OF MARIN Service code 27 4460 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,625 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $5,606 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $165,171 | $125,758+31.3% | $169,993-2.8% | $75,163+119.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.46% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $11,228 | $4,615+143.3% | $6,785+65.5% | $2,670+320.6% |
| Participant deferral / active EE | $15,389 | $6,837+125.1% | $10,408+47.9% | $4,125+273.1% |
| Admin fee / account holder | $582 | $8,173-92.9% | $12,815-95.5% | $5,651-89.7% |