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 8-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 |
|---|---|---|
Filed as: JOHN E. JOHNSON, LLC Service code 34 · EIN 52-2328591 106 S. ORANGE AVENUE · LODI, CA 95240 | Valuation (appraisals, etc.) | $8,000 |
PERKINS & CO4 years Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $7,797 |
Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, CA 22911 | Recordkeeping Fees | $3,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,225 | $64,119+117.1% | $112,228+24.1% | $66,914+108.1% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.1%+21.2pp | 69.8%+26.5pp |
| Annual return | -17.92% | -13.81%-4.1pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $17,525 | $3,005+483.1% | $3,635+382.2% | $2,544+588.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $104 | $625-83.4% | $6,410-98.4% | $593-82.5% |