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 | $15,024 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $2,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,932 | $52,953-26.5% | $172,739-77.5% | $65,185-40.3% |
| Participation rate | 35.1% | 66.2%-31.1pp | 82.6%-47.6pp | 70.2%-35.1pp |
| Annual return | 17.45% | 30.12%-12.7pp | 802.84%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,031 | $2,190-52.9% | $5,143-80.0% | $2,177-52.6% |
| Participant deferral / active EE | $1,601 | $2,471-35.2% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $295 | $472-37.4% | $13,954-97.9% | $847-65.1% |