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 | Advisory (Plan) | $19,205 |
Service code 26 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $9,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,336 | $65,041+0.5% | $90,951-28.2% | $79,858-18.2% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 8.31% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,012 | $1,247-18.8% | $2,122-52.3% | $2,471-59.0% |
| Participant deferral / active EE | $2,493 | $2,512-0.8% | $3,373-26.1% | $3,740-33.4% |
| Admin fee / account holder | $881 | $4,536-80.6% | $5,959-85.2% | $5,306-83.4% |