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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,000 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $16,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,328 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,315 | $66,457+60.0% | $81,382+30.6% | $77,643+36.9% |
| Participation rate | 74.6% | 68.7%+5.8pp | 69.5%+5.1pp | 70.6%+4.0pp |
| Annual return | 12.51% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,601 | $2,159-25.9% | $2,463-35.0% | $2,726-41.3% |
| Participant deferral / active EE | $3,292 | $3,679-10.5% | $3,883-15.2% | $4,647-29.2% |
| Admin fee / account holder | $106 | $583-81.8% | $5,768-98.2% | $430-75.3% |