See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,875 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST · CINCINNATI, OH 45202 | Accounting | $15,750 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,459 | $65,561+50.2% | $91,541+7.6% | $74,304+32.5% |
| Participation rate | 91.0% | 56.6%+34.4pp | 69.8%+21.2pp | 60.3%+30.6pp |
| Annual return | 20.48% | 17.68%+2.8pp | 20.50%0pp | 29.43%-9.0pp |
| Employer contribution / active EE | $6,540 | $1,717+280.9% | $2,505+161.1% | $2,241+191.8% |
| Participant deferral / active EE | $14,374 | $2,918+392.6% | $4,008+258.6% | $3,767+281.5% |
| Admin fee / account holder | $179 | $3,333-94.6% | $6,956-97.4% | $2,969-94.0% |