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 GROUP3+ years Service code 27 2600 VIA FORTUNA DRIVE · AUSTIN, TX 78746 | Advisory (Plan) | $22,556 |
Service code 27 4208 SIX FORKS ROAD · RALLEIGH, NC 27609 | Advisory (Plan) | $20,753 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $885 |
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 | $73,461 | $155,795-52.8% | $136,294-46.1% | $69,631+5.5% |
| Participation rate | 97.9% | 75.2%+22.6pp | 81.9%+15.9pp | 70.7%+27.2pp |
| Annual return | 18.45% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,297 | $2,991-23.2% | $4,695-51.1% | $2,032+13.0% |
| Participant deferral / active EE | $5,645 | $5,394+4.7% | $6,247-9.6% | $3,224+75.1% |
| Admin fee / account holder | $108 | $128-16.2% | $9,243-98.8% | $110-2.6% |