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 · EIN 13-2624428 | Advisory (Plan) | $41,854 |
MAYER HOFFMAN MCCANN P.C.6 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $16,738 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $472 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,674 | $93,182+100.3% | $146,665+27.3% | $79,386+135.1% |
| Participation rate | 89.6% | 76.4%+13.2pp | 80.1%+9.5pp | 70.7%+18.9pp |
| Annual return | 12.23% | 21.61%-9.4pp | 22.74%-10.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,150 | $4,169+95.5% | $5,506+48.0% | $4,046+101.5% |
| Admin fee / account holder | $323 | $585-44.8% | $10,280-96.9% | $626-48.5% |