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) | $95,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $18,000 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,205 | $89,436+161.9% | $164,813+42.1% | $77,643+201.6% |
| Participation rate | 86.2% | 78.6%+7.6pp | 78.6%+7.6pp | 70.6%+15.6pp |
| Annual return | 13.17% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,116 | $2,569+21.3% | $4,341-28.2% | $2,726+14.3% |
| Participant deferral / active EE | $9,550 | $4,897+95.0% | $6,031+58.3% | $4,647+105.5% |
| Admin fee / account holder | $145 | $339-57.2% | $12,690-98.9% | $430-66.3% |