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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,392 |
MAYER HOFFMAN MCCANN P.C.7 years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 1065 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Accounting | $17,788 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,410 | $86,655+78.2% | $119,609+29.1% | $66,914+130.8% |
| Participation rate | 88.2% | 75.6%+12.6pp | 79.3%+8.9pp | 69.8%+18.4pp |
| Annual return | -16.11% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,643 | $2,536-35.2% | $4,232-61.2% | $2,544-35.4% |
| Participant deferral / active EE | $9,289 | $4,358+113.2% | $5,602+65.8% | $4,237+119.2% |
| Admin fee / account holder | $279 | $755-63.0% | $10,323-97.3% | $593-52.9% |