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 HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,000 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,601 | $69,763+57.1% | $67,502+62.4% | $74,495+47.1% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.60% | -40.34%+55.9pp | 3512.12%-3496.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,739 | $2,704+112.3% | $2,731+110.2% | $2,623+118.8% |
| Participant deferral / active EE | $9,633 | $3,636+164.9% | $4,000+140.8% | $4,346+121.7% |
| Admin fee / account holder | $153 | $896-82.9% | $3,998-96.2% | $1,942-92.1% |