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 CAPITAL6 years Service code 28 300 DRAKES LANDING ROAD, STE 250 · GREENBRAE, CA 94904 | Investment Management | $49,534 |
RBC GLOBAL ASSET MANAGEMENT6 years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Securities Custodian | $23,575 |
REDWITZ INC1 year Filed as: REDWITZ, INC. Service code 10 · EIN 33-0850406 4275 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Accounting | $15,000 |
PENSIONALYSIS, INC.3 years Service code 14 · EIN 94-2720886 522 SAN ANSELMO AVENUE · SAN ANSELMO, CA 94960 | Plan Administrator | $14,350 |
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 | $78,543 | $76,050+3.3% | $96,544-18.6% | $71,457+9.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 19.16% | 22.81%-3.7pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,154 | $2,244-48.6% | $2,965-61.1% | $2,588-55.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $741 | $2,707-72.6% | $8,252-91.0% | $1,587-53.3% |