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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,993 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,297 |
Filed as: CAPITAL RETIREMENT PLAN SVCS Service code 13 · EIN 25-1802421 | Contract Administrator | $7,395 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $2,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,535 | $79,519-86.8% | $95,952-89.0% | $73,409-85.6% |
| Participation rate | 88.3% | 81.2%+7.1pp | 77.1%+11.2pp | 72.2%+16.1pp |
| Annual return | 11.83% | 19.20%-7.4pp | 91.61%-79.8pp | 59.29%-47.5pp |
| Employer contribution / active EE | $334 | $2,048-83.7% | $2,541-86.8% | $2,234-85.0% |
| Participant deferral / active EE | $1,405 | $4,138-66.0% | $4,167-66.3% | $3,805-63.1% |
| Admin fee / account holder | $118 | $184-36.2% | $6,795-98.3% | $158-25.5% |