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 HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $73,219 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,351 |
PENSION INC.7 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $10,084 |
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 | $66,573 | $91,372-27.1% | $129,995-48.8% | $74,419-10.5% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 18.64% | 23.21%-4.6pp | -137.18%+155.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,083 | $2,563-18.8% | $4,320-51.8% | $2,637-21.0% |
| Participant deferral / active EE | $5,671 | $4,721+20.1% | $5,820-2.6% | $4,528+25.2% |
| Admin fee / account holder | $448 | $283+58.0% | $10,614-95.8% | $348+28.7% |