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) | $21,285 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,172 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $265 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,854 | $46,722-40.4% | $130,648-78.7% | $65,185-57.3% |
| Participation rate | 72.2% | 60.9%+11.2pp | 71.7%+0.4pp | 70.2%+2.0pp |
| Annual return | 20.10% | 24.17%-4.1pp | 1708.96%-1688.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $856 | $1,488-42.5% | $4,092-79.1% | $2,177-60.7% |
| Participant deferral / active EE | $2,331 | $2,545-8.4% | $3,603-35.3% | $3,514-33.7% |
| Admin fee / account holder | $229 | $453-49.5% | $5,464-95.8% | $847-73.0% |