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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,554 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,619 | $86,225-63.3% | $146,665-78.4% | $86,799-63.6% |
| Participation rate | 97.0% | 78.0%+19.0pp | 80.1%+16.9pp | 72.3%+24.7pp |
| Annual return | 66.95% | 31.23%+35.7pp | 22.74%+44.2pp | 97.91%-31.0pp |
| Employer contribution / active EE | $896 | $2,392-62.6% | $4,136-78.3% | $2,405-62.8% |
| Participant deferral / active EE | $2,136 | $4,245-49.7% | $5,506-61.2% | $4,131-48.3% |
| Admin fee / account holder | $102 | $195-47.6% | $10,280-99.0% | $170-39.7% |