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) | $20,000 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,298 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,449 | $69,159+127.7% | $125,175+25.8% | $67,579+133.0% |
| Participation rate | 89.5% | 78.2%+11.3pp | 79.8%+9.7pp | 71.3%+18.2pp |
| Annual return | 17.74% | 27.12%-9.4pp | 43.79%-26.1pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,973 | $2,023+46.9% | $3,865-23.1% | $2,148+38.4% |
| Participant deferral / active EE | $7,896 | $3,700+113.4% | $4,937+59.9% | $3,539+123.1% |
| Admin fee / account holder | $29 | $142-79.5% | $9,702-99.7% | $142-79.5% |