See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWA, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Fees | $26,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,543 | $40,385-12.0% | $80,569-55.9% | $74,419-52.2% |
| Participation rate | 65.0% | 47.4%+17.5pp | 67.0%-2.0pp | 70.7%-5.8pp |
| Annual return | 43.00% | 164.85%-121.9pp | 935.43%-892.4pp | 34.38%+8.6pp |
| Employer contribution / active EE | $1,930 | $1,496+29.0% | $2,723-29.1% | $2,637-26.8% |
| Participant deferral / active EE | $4,539 | $2,674+69.7% | $4,447+2.1% | $4,528+0.2% |
| Admin fee / account holder | $25 | $720-96.5% | $5,377-99.5% | $348-92.8% |