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) | $9,833 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,417 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORRCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,765 | $98,750+46.6% | $149,696-3.3% | $79,858+81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.96% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5,819 | $3,216+80.9% | $4,644+25.3% | $2,471+135.5% |
| Participant deferral / active EE | $7,758 | $5,680+36.6% | $6,842+13.4% | $3,740+107.4% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |