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 9-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 |
|---|---|---|
Filed as: BANK OF MARIN Service code 16 · EIN 47-1411118 | Consulting | $46,752 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $44,176 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT + COMPANY Service code 10 · EIN 57-1021392 | Accounting | $8,950 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,399 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,830 | $176,491-74.0% | $95,952-52.2% | $90,288-49.2% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 14.79% | 20.14%-5.4pp | 91.61%-76.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,826 | $2,789-34.5% | $2,541-28.1% | $2,524-27.6% |
| Participant deferral / active EE | $2,872 | $5,340-46.2% | $4,167-31.1% | $4,232-32.1% |
| Admin fee / account holder | $85 | $154-44.9% | $6,795-98.8% | $114-25.6% |