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 10-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) | $20,033 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,264 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 13-2624428 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $1,392 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,847 | $89,355+38.6% | $141,162-12.3% | $72,985+69.7% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 21.22% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,037 | $3,114+61.7% | $4,735+6.4% | $2,440+106.4% |
| Participant deferral / active EE | $7,179 | $5,418+32.5% | $6,709+7.0% | $3,607+99.0% |
| Admin fee / account holder | $184 | $5,958-96.9% | $10,261-98.2% | $5,124-96.4% |