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 13 · EIN 42-0127290 | Contract Administrator | $28,715 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,233 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,276 | $98,727+3.6% | $113,168-9.6% | $85,563+19.5% |
| Participation rate | 65.7% | 80.8%-15.1pp | 76.6%-10.9pp | 66.0%-0.3pp |
| Annual return | 15.97% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.5pp |
| Employer contribution / active EE | $618 | $2,907-78.8% | $2,975-79.2% | $2,654-76.7% |
| Participant deferral / active EE | $3,244 | $5,424-40.2% | $5,107-36.5% | $4,375-25.9% |
| Admin fee / account holder | $211 | $357-40.7% | $12,068-98.2% | $834-74.7% |