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 9-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 99 · EIN 47-1411118 4340 REDWOOD HIGHWA, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Fees | $20,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,598 | $34,677-23.3% | $77,024-65.5% | $64,808-59.0% |
| Participation rate | 58.6% | 49.8%+8.8pp | 67.9%-9.3pp | 71.5%-12.8pp |
| Annual return | -13.62% | -5.33%-8.3pp | 42.32%-55.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,706 | $1,370+24.6% | $2,812-39.3% | $2,506-31.9% |
| Participant deferral / active EE | $3,981 | $2,556+55.7% | $4,426-10.1% | $4,310-7.6% |
| Admin fee / account holder | $25 | $179-86.2% | $5,425-99.5% | $188-86.9% |