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 |
|---|---|---|
PRIMARK BENEFITS1 year Filed as: PRIMARK BENEFIT Service code 10 · EIN 94-2326862 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Accounting | $64,564 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,627 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 82-3967259 | Securities Custodian | $10,483 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,211 | $88,890+11.6% | $102,423-3.1% | $77,643+27.8% |
| Participation rate | 51.1% | 80.9%-29.8pp | 76.5%-25.4pp | 70.6%-19.5pp |
| Annual return | 13.35% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $267 | $2,698-90.1% | $3,023-91.2% | $2,726-90.2% |
| Participant deferral / active EE | $4,449 | $5,145-13.5% | $5,053-12.0% | $4,647-4.3% |
| Admin fee / account holder | $581 | $235+146.6% | $9,451-93.9% | $430+34.9% |