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 · CINCINNATI, OH 45202 | Accounting | $15,750 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,720 | $117,025+4.9% | $91,541+34.1% | $85,563+43.4% |
| Participation rate | 72.8% | 64.2%+8.5pp | 69.8%+3.0pp | 66.0%+6.8pp |
| Annual return | 14.80% | 18.02%-3.2pp | 20.50%-5.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $1,637 | $2,120-22.8% | $2,505-34.7% | $2,654-38.3% |
| Participant deferral / active EE | $3,430 | $3,446-0.5% | $4,008-14.4% | $4,375-21.6% |
| Admin fee / account holder | $106 | $1,242-91.5% | $6,956-98.5% | $834-87.3% |