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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,557 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 13-2624428 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,747 |
RODL LANGFORD DE KOCK1 year Filed as: RODL LANGFORD DE KOCK LLP Service code 10 · EIN 13-2624428 303 PEACHTREE CENTER AVE STE 600 · ATLANTA, GA 30303 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,276 | $76,050-35.2% | $96,544-49.0% | $71,457-31.0% |
| Participation rate | 89.8% | 74.4%+15.4pp | 76.0%+13.9pp | 67.9%+21.9pp |
| Annual return | 12.28% | 22.81%-10.5pp | 25.84%-13.6pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,861 | $2,244-17.1% | $2,965-37.2% | $2,588-28.1% |
| Participant deferral / active EE | $5,017 | $4,215+19.0% | $4,851+3.4% | $4,289+17.0% |
| Admin fee / account holder | $292 | $2,707-89.2% | $8,252-96.5% | $1,587-81.6% |