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 |
|---|---|---|
KATHLEEN RZEPLINSKI10+ years Service code 27 PO BOX 1163 · MENDOCINO, CA 95460 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,940 | $59,402+78.3% | $93,654+13.1% | $74,546+42.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 15.71% | 81.86%-66.1pp | 133.34%-117.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $4,740 | $1,265+274.8% | $2,421+95.8% | $2,624+80.6% |
| Participant deferral / active EE | $3,463 | $3,049+13.6% | $4,413-21.5% | $4,347-20.3% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |