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) | $2,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,350 | $42,548+48.9% | $74,550-15.0% | $56,287+12.5% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.1%-30.7pp | 69.9%-31.4pp |
| Annual return | -5.27% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $387 | $855-54.8% | $1,961-80.3% | $2,111-81.7% |
| Participant deferral / active EE | $2,444 | $2,277+7.3% | $3,108-21.4% | $3,350-27.0% |
| Admin fee / account holder | $32 | $467-93.2% | $5,060-99.4% | $521-93.9% |