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 7-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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $51,094 |
Filed as: BANK OF MARIN Service code 16 · EIN 47-1711118 | Consulting | $23,755 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $130,042 | $85,135+52.7% | $98,907+31.5% | $73,409+77.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 14.29% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $7,134 | $2,721+162.2% | $2,689+165.3% | $2,234+219.4% |
| Participant deferral / active EE | $7,764 | $4,349+78.5% | $4,244+82.9% | $3,805+104.0% |
| Admin fee / account holder | $141 | $139+0.9% | $6,642-97.9% | $158-11.0% |