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 12 · EIN 13-3689004 | Finders' fees / placement fees; Sales... | $12,566 |
Filed as: BANK OF MARIN Service code 16 · EIN 47-1411118 | Consulting | $6,196 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $123,052 | $70,908+73.5% | $98,907+24.4% | $73,488+67.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 11.68% | 34.17%-22.5pp | 196.43%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,247 | $2,036+157.7% | $2,689+95.1% | $2,270+131.1% |
| Participant deferral / active EE | $6,235 | $3,500+78.2% | $4,244+46.9% | $3,740+66.7% |
| Admin fee / account holder | $97 | $535-81.8% | $6,642-98.5% | $513-81.1% |