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 26 · EIN 04-3046611 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $39,214 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $101,317-48.5% | $146,958-64.5% | $74,495-30.0% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 16.48% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,222 | $3,810-41.7% | $4,933-55.0% | $2,623-15.3% |
| Participant deferral / active EE | $5,612 | $7,303-23.2% | $8,070-30.5% | $4,346+29.1% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |