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 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $32,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,491 | $91,372+128.2% | $129,995+60.4% | $74,419+180.2% |
| Participation rate | 86.5% | 77.8%+8.7pp | 78.5%+8.0pp | 70.7%+15.7pp |
| Annual return | 17.14% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,145 | $2,563+22.7% | $4,320-27.2% | $2,637+19.3% |
| Participant deferral / active EE | $9,588 | $4,721+103.1% | $5,820+64.7% | $4,528+111.7% |
| Admin fee / account holder | $143 | $283-49.4% | $10,614-98.6% | $348-58.8% |