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 10-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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,278 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $600 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737784 | Securities brokerage commissions and ... | $50 |
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 | $229,283 | $138,347+65.7% | $184,203+24.5% | $80,856+183.6% |
| Participation rate | 82.0% | 83.9%-1.9pp | 86.8%-4.8pp | 67.6%+14.4pp |
| Annual return | 16.35% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,891 | $4,850-40.4% | $6,427-55.0% | $2,755+5.0% |
| Participant deferral / active EE | $16,662 | $7,071+135.7% | $9,131+82.5% | $4,296+287.9% |
| Admin fee / account holder | $674 | $10,483-93.6% | $13,901-95.2% | $6,918-90.3% |