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 |
|---|---|---|
GREEN HASSON JANKS3 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $13,338 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $11,654 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,964 | $79,694-73.7% | $96,139-78.2% | $79,386-73.6% |
| Participation rate | 74.3% | 54.0%+20.3pp | 68.4%+5.8pp | 70.7%+3.6pp |
| Annual return | 16.78% | 40.84%-24.1pp | 191.94%-175.2pp | 116.85%-100.1pp |
| Employer contribution / active EE | $482 | $1,443-66.6% | $2,797-82.8% | $2,427-80.2% |
| Participant deferral / active EE | $1,022 | $2,539-59.7% | $4,349-76.5% | $4,046-74.7% |
| Admin fee / account holder | $175 | $630-72.2% | $5,537-96.8% | $626-72.1% |