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 26 4340 REDWOOD HWY B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $7,756 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,971 | $49,138+22.0% | $84,015-28.6% | $65,185-8.0% |
| Participation rate | 17.5% | 60.7%-43.2pp | 69.0%-51.5pp | 70.2%-52.7pp |
| Annual return | 22.43% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-7.0pp |
| Employer contribution / active EE | $385 | $914-57.9% | $1,983-80.6% | $2,177-82.3% |
| Participant deferral / active EE | $920 | $2,397-61.6% | $3,239-71.6% | $3,514-73.8% |
| Admin fee / account holder | $817 | $543+50.4% | $6,101-86.6% | $847-3.5% |