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 |
|---|---|---|
FAIRVIEW CAPITAL4 years Service code 28 300 DRAKES LANDING ROAD, STE 250 · GREENBRAE, CA 94904 | Investment Management | $55,974 |
PENSIONALYSIS, INC.1 year Service code 14 · EIN 94-2720886 522 SAN ANSELMO AVE · SAN ANSELMO AVE, CA 94960 | Plan Administrator | $29,520 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Securities Custodian | $23,686 |
Participant 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 | $90,966 | $86,286+5.4% | $111,297-18.3% | $85,850+6.0% |
| Participation rate | 99.0% | 73.3%+25.7pp | 77.3%+21.7pp | 69.3%+29.7pp |
| Annual return | 27.77% | 19.99%+7.8pp | 54.65%-26.9pp | 318.53%-290.8pp |
| Employer contribution / active EE | $1,224 | $2,043-40.1% | $2,731-55.2% | $2,565-52.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $934 | $8,188-88.6% | $7,964-88.3% | $6,260-85.1% |