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) | $18,550 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,807 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,018 | $82,978-32.5% | $129,995-56.9% | $71,457-21.6% |
| Participation rate | 97.1% | 74.1%+23.0pp | 78.5%+18.6pp | 67.9%+29.2pp |
| Annual return | 17.45% | 20.60%-3.1pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,869 | $2,622+9.4% | $4,320-33.6% | $2,588+10.9% |
| Participant deferral / active EE | $5,508 | $4,432+24.3% | $5,820-5.4% | $4,289+28.4% |
| Admin fee / account holder | $238 | $1,729-86.3% | $10,614-97.8% | $1,587-85.0% |