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: POLARIS GREYSTONE FINANCIAL GROUP Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $12,837 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $8,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,563 | $47,977-17.5% | $154,107-74.3% | $56,287-29.7% |
| Participation rate | 27.8% | 66.2%-38.4pp | 83.0%-55.2pp | 69.9%-42.0pp |
| Annual return | 7.80% | 3.54%+4.3pp | 735.12%-727.3pp | -9.96%+17.8pp |
| Employer contribution / active EE | $728 | $2,169-66.4% | $5,298-86.2% | $2,111-65.5% |
| Participant deferral / active EE | $1,137 | $2,392-52.5% | $5,081-77.6% | $3,350-66.1% |
| Admin fee / account holder | $498 | $438+13.5% | $13,411-96.3% | $521-4.5% |