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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $69,702 |
PRIMARK BENEFITS3 years Service code 10 · EIN 94-2326862 1810 GATEWAY DRIVE, SUITE 230, SAN · SAN MATEO, CA 94404 | Accounting | $63,859 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 82-3967259 P.O. BOX 982600 · EL PASO, TX 79998 | Securities Custodian | $15,607 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,664 | $98,727+16.1% | $113,168+1.3% | $85,563+34.0% |
| Participation rate | 45.8% | 80.8%-35.0pp | 76.6%-30.8pp | 66.0%-20.2pp |
| Annual return | 14.00% | 17.43%-3.4pp | 24.27%-10.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $229 | $2,907-92.1% | $2,975-92.3% | $2,654-91.4% |
| Participant deferral / active EE | $4,483 | $5,424-17.3% | $5,107-12.2% | $4,375+2.5% |
| Admin fee / account holder | $675 | $357+89.2% | $12,068-94.4% | $834-19.1% |