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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,647 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,873 |
Employer 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 | $27,097 | $71,142-61.9% | $119,609-77.3% | $64,808-58.2% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.3%+19.4pp | 71.5%+27.2pp |
| Annual return | -16.15% | -10.01%-6.1pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $513 | $2,497-79.4% | $4,232-87.9% | $2,506-79.5% |
| Participant deferral / active EE | $2,815 | $4,490-37.3% | $5,602-49.8% | $4,310-34.7% |
| Admin fee / account holder | $112 | $162-30.9% | $10,323-98.9% | $188-40.4% |