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 |
|---|---|---|
MARESH YOSHIDA 401K GROUP2+ years Service code 27 2600 VIA FORTUNA DRIVE · AUSTIN, TX 78746 | Advisory (Plan) | $49,331 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $945 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,114 | $80,177-13.8% | $123,892-44.2% | $57,658+19.9% |
| Participation rate | 98.1% | 74.4%+23.6pp | 81.4%+16.6pp | 70.2%+27.8pp |
| Annual return | 7.71% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,396 | $2,913-17.7% | $4,617-48.1% | $1,974+21.4% |
| Participant deferral / active EE | $5,190 | $5,130+1.2% | $5,984-13.3% | $3,061+69.6% |
| Admin fee / account holder | $137 | $106+29.0% | $8,357-98.4% | $95+45.0% |