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 9-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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $26,728 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,888 | $65,435-20.7% | $86,677-40.1% | $66,914-22.5% |
| Participation rate | 81.6% | 75.5%+6.2pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | -14.40% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,622 | $2,153-24.7% | $2,836-42.8% | $2,544-36.3% |
| Participant deferral / active EE | $4,476 | $4,100+9.2% | $4,656-3.9% | $4,237+5.6% |
| Admin fee / account holder | $285 | $642-55.5% | $7,493-96.2% | $593-51.9% |