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) | $12,354 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,280 |
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 | $17,618 | $55,453-68.2% | $170,442-89.7% | $62,292-71.7% |
| Participation rate | 90.7% | 66.4%+24.4pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 16.49% | 21.38%-4.9pp | 205.93%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $558 | $2,164-74.2% | $5,433-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $1,641 | $2,303-28.7% | $4,939-66.8% | $3,169-48.2% |
| Admin fee / account holder | $131 | $455-71.3% | $13,880-99.1% | $479-72.7% |