See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,900 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,522 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $2,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,588 | $105,181+57.4% | $159,436+3.9% | $85,850+92.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.84% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,168 | $3,318+25.6% | $4,829-13.7% | $2,565+62.5% |
| Participant deferral / active EE | $7,478 | $5,945+25.8% | $7,352+1.7% | $3,952+89.2% |
| Admin fee / account holder | $143 | $6,933-97.9% | $10,799-98.7% | $6,260-97.7% |