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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,392 | $46,292-40.8% | $143,757-80.9% | $64,808-57.7% |
| Participation rate | 36.2% | 64.2%-28.0pp | 80.3%-44.1pp | 71.5%-35.3pp |
| Annual return | -18.92% | -10.05%-8.9pp | -0.04%-18.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $982 | $1,910-48.6% | $4,951-80.2% | $2,506-60.8% |
| Participant deferral / active EE | $1,729 | $2,646-34.6% | $5,637-69.3% | $4,310-59.9% |
| Admin fee / account holder | $24 | $154-84.7% | $14,673-99.8% | $188-87.5% |