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) | $56,968 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,786 |
PENSION INC.8 years Filed as: PENSION INC Service code 15 · EIN 39-1623968 | Recordkeeping | $9,099 |
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 | $89,118 | $89,436-0.4% | $164,813-45.9% | $77,643+14.8% |
| Participation rate | 88.5% | 78.6%+9.9pp | 78.6%+9.9pp | 70.6%+17.9pp |
| Annual return | 14.87% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,151 | $2,569-55.2% | $4,341-73.5% | $2,726-57.8% |
| Participant deferral / active EE | $5,698 | $4,897+16.4% | $6,031-5.5% | $4,647+22.6% |
| Admin fee / account holder | $480 | $339+41.3% | $12,690-96.2% | $430+11.4% |