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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,174 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,560 | $123,793+60.4% | $177,821+11.7% | $79,858+148.6% |
| Participation rate | 79.2% | 84.7%-5.5pp | 87.7%-8.6pp | 69.6%+9.5pp |
| Annual return | 24.05% | 22.82%+1.2pp | 48.32%-24.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $3,956 | $4,095-3.4% | $5,918-33.2% | $2,471+60.1% |
| Participant deferral / active EE | $14,071 | $5,956+136.2% | $7,714+82.4% | $3,740+276.2% |
| Admin fee / account holder | $503 | $7,243-93.1% | $12,427-96.0% | $5,306-90.5% |