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 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $71,086 |
PENSION INC.9 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $45,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,162 | $108,549-5.0% | $156,263-34.0% | $85,563+20.6% |
| Participation rate | 84.9% | 77.1%+7.8pp | 78.9%+6.0pp | 66.0%+18.9pp |
| Annual return | 19.82% | 21.79%-2.0pp | 59.47%-39.6pp | 31.51%-11.7pp |
| Employer contribution / active EE | $1,636 | $2,690-39.2% | $4,333-62.2% | $2,654-38.3% |
| Participant deferral / active EE | $5,763 | $4,800+20.1% | $6,158-6.4% | $4,375+31.7% |
| Admin fee / account holder | $383 | $650-41.0% | $14,255-97.3% | $834-54.0% |