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 JANKS5 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $15,644 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $14,368 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,401 | $41,078-47.9% | $80,569-73.4% | $71,457-70.1% |
| Participation rate | 87.1% | 50.2%+36.9pp | 67.0%+20.1pp | 67.9%+19.2pp |
| Annual return | 14.67% | 38.45%-23.8pp | 935.43%-920.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $852 | $1,506-43.4% | $2,723-68.7% | $2,588-67.1% |
| Participant deferral / active EE | $1,603 | $2,699-40.6% | $4,447-64.0% | $4,289-62.6% |
| Admin fee / account holder | $181 | $1,840-90.2% | $5,377-96.6% | $1,587-88.6% |