See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,390 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,759 | $84,936+68.1% | $111,297+28.3% | $79,386+79.8% |
| Participation rate | 98.2% | 75.9%+22.3pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 18.73% | 17.45%+1.3pp | 54.65%-35.9pp | 116.85%-98.1pp |
| Employer contribution / active EE | $1,122 | $1,979-43.3% | $2,731-58.9% | $2,427-53.8% |
| Participant deferral / active EE | $7,980 | $3,888+105.2% | $4,487+77.8% | $4,046+97.3% |
| Admin fee / account holder | $308 | $537-42.6% | $7,964-96.1% | $626-50.8% |