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 6-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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,212 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,773 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,048 | $81,474-50.8% | $133,956-70.1% | $73,488-45.5% |
| Participation rate | 78.6% | 76.4%+2.3pp | 79.8%-1.2pp | 70.7%+7.9pp |
| Annual return | 11.18% | 19.40%-8.2pp | 45.09%-33.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,507 | $2,209-31.8% | $3,919-61.5% | $2,270-33.6% |
| Participant deferral / active EE | $539 | $3,786-85.8% | $5,048-89.3% | $3,740-85.6% |
| Admin fee / account holder | $283 | $713-60.4% | $8,927-96.8% | $513-44.9% |