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) | $80,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,231 | $71,142+149.1% | $119,609+48.2% | $64,808+173.5% |
| Participation rate | 87.7% | 78.6%+9.1pp | 79.3%+8.4pp | 71.5%+16.2pp |
| Annual return | -15.81% | -10.01%-5.8pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,958 | $2,497+18.5% | $4,232-30.1% | $2,506+18.1% |
| Participant deferral / active EE | $9,166 | $4,490+104.2% | $5,602+63.6% | $4,310+112.7% |
| Admin fee / account holder | $106 | $162-34.5% | $10,323-99.0% | $188-43.5% |