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 JANKS6 years Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $19,523 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $17,916 |
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 | $25,069 | $44,960-44.2% | $84,966-70.5% | $74,495-66.3% |
| Participation rate | 88.5% | 49.4%+39.2pp | 67.5%+21.0pp | 67.2%+21.3pp |
| Annual return | 9.42% | 26.24%-16.8pp | 66.38%-57.0pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $894 | $1,457-38.7% | $2,727-67.2% | $2,623-65.9% |
| Participant deferral / active EE | $1,669 | $2,731-38.9% | $4,519-63.1% | $4,346-61.6% |
| Admin fee / account holder | $232 | $2,209-89.5% | $6,149-96.2% | $1,942-88.1% |