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 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $35,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,314 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $14,400 |
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 | $202,056 | $129,021+56.6% | $184,203+9.7% | $77,643+160.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 16.71% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $8,422 | $4,413+90.9% | $6,427+31.0% | $2,726+209.0% |
| Participant deferral / active EE | $14,840 | $7,297+103.4% | $9,131+62.5% | $4,647+219.3% |
| Admin fee / account holder | $324 | $254+27.5% | $13,901-97.7% | $430-24.8% |