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) | $36,804 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,438 | $84,784-44.0% | $98,439-51.8% | $74,419-36.3% |
| Participation rate | 81.7% | 81.5%+0.1pp | 75.2%+6.5pp | 70.7%+10.9pp |
| Annual return | 15.67% | 20.59%-4.9pp | 21.16%-5.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | -$35 | $3,364-101.0% | $3,048-101.2% | $2,637-101.3% |
| Participant deferral / active EE | $3,369 | $5,218-35.4% | $4,738-28.9% | $4,528-25.6% |
| Admin fee / account holder | $58 | $204-71.7% | $8,948-99.4% | $348-83.4% |