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 9-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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,431 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,142 | $81,908-44.9% | $90,749-50.3% | $64,808-30.3% |
| Participation rate | 75.9% | 80.5%-4.5pp | 75.7%+0.3pp | 71.5%+4.5pp |
| Annual return | -17.07% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,279 | $3,065-58.3% | $2,921-56.2% | $2,506-49.0% |
| Participant deferral / active EE | $2,744 | $4,840-43.3% | $4,564-39.9% | $4,310-36.3% |
| Admin fee / account holder | $61 | $157-61.1% | $8,445-99.3% | $188-67.5% |