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) | $2,416 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,711 | $72,404-68.6% | $110,238-79.4% | $64,186-64.6% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.4pp |
| Annual return | -8.30% | -6.29%-2.0pp | 314.74%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,180 | $2,282-4.4% | $3,826-43.0% | $2,381-8.4% |
| Participant deferral / active EE | $3,893 | $3,469+12.2% | $4,672-16.7% | $3,470+12.2% |
| Admin fee / account holder | $47 | $5,664-99.2% | $8,547-99.4% | $4,888-99.0% |