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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $43,040 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,146 |
Annual investment return 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 | $52,012 | $92,055-43.5% | $106,213-51.0% | $77,643-33.0% |
| Participation rate | 87.7% | 81.0%+6.7pp | 75.3%+12.4pp | 70.6%+17.1pp |
| Annual return | 11.30% | 17.91%-6.6pp | 116.14%-104.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,486 | $3,367-55.9% | $3,171-53.1% | $2,726-45.5% |
| Participant deferral / active EE | $3,867 | $5,386-28.2% | $5,016-22.9% | $4,647-16.8% |
| Admin fee / account holder | $67 | $219-69.6% | $11,033-99.4% | $430-84.5% |