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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,832 |
FIDUCIA GROUP LLC3 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,587 | $86,655-37.0% | $119,609-54.4% | $66,914-18.4% |
| Participation rate | 88.3% | 75.6%+12.7pp | 79.3%+9.0pp | 69.8%+18.5pp |
| Annual return | -14.72% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,865 | $2,536-26.5% | $4,232-55.9% | $2,544-26.7% |
| Participant deferral / active EE | $3,088 | $4,358-29.1% | $5,602-44.9% | $4,237-27.1% |
| Admin fee / account holder | $191 | $755-74.7% | $10,323-98.2% | $593-67.8% |