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 |
|---|---|---|
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $53,810 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,483 |
Service code 13 · EIN 13-2945975 | Contract Administrator | $8,496 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
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 | $103,510 | $100,923+2.6% | $150,045-31.0% | $74,304+39.3% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 24.70% | 51.77%-27.1pp | 62.55%-37.8pp | 29.43%-4.7pp |
| Employer contribution / active EE | $3,591 | $3,463+3.7% | $4,693-23.5% | $2,241+60.2% |
| Participant deferral / active EE | $8,841 | $6,709+31.8% | $7,997+10.5% | $3,767+134.7% |
| Admin fee / account holder | $489 | $2,767-82.3% | $13,435-96.4% | $2,969-83.5% |