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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,032 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,848 | $50,199+31.2% | $70,092-6.1% | $66,914-1.6% |
| Participation rate | 98.1% | 66.3%+31.8pp | 70.5%+27.6pp | 69.8%+28.3pp |
| Annual return | -8.62% | -13.85%+5.2pp | 190.73%-199.4pp | 1.58%-10.2pp |
| Employer contribution / active EE | $1,814 | $1,864-2.7% | $2,559-29.1% | $2,544-28.7% |
| Participant deferral / active EE | $4,122 | $3,112+32.5% | $3,849+7.1% | $4,237-2.7% |
| Admin fee / account holder | $267 | $600-55.5% | $6,267-95.7% | $593-55.0% |