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) | $33,796 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,095 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,360 | $110,094+57.5% | $151,611+14.3% | $68,494+153.1% |
| Participation rate | 79.6% | 84.0%-4.3pp | 87.5%-7.9pp | 67.9%+11.7pp |
| Annual return | -20.71% | -10.12%-10.6pp | 3.33%-24.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,630 | $4,471-18.8% | $6,166-41.1% | $2,596+39.8% |
| Participant deferral / active EE | $12,456 | $6,527+90.8% | $8,363+48.9% | $4,027+209.3% |
| Admin fee / account holder | $520 | $7,719-93.3% | $11,616-95.5% | $5,403-90.4% |