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 LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | 9.33% | 11.88%-2.5pp | 4.64%+4.7pp | 11.88%-2.5pp |
| Employer contribution / active EE | $3,401 | $14,612-76.7% | $35,349-90.4% | $14,612-76.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |