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) | $70,635 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,194 |
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 | $121,584 | $64,909+87.3% | $82,313+47.7% | $62,292+95.2% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.1pp |
| Annual return | 15.17% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,661 | $1,676+118.4% | $2,428+50.8% | $2,042+79.3% |
| Participant deferral / active EE | $4,256 | $3,103+37.1% | $3,706+14.8% | $3,169+34.3% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |