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 |
|---|---|---|
GOULDIN & MCCARTHY LLC4 years Service code 27 180 MOUNT AIRY RD ST 203 · BASKING RIFGE, NJ 07920 | Advisory (Plan) | $27,003 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $722 |
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 | $95,096 | $84,936+12.0% | $111,297-14.6% | $79,386+19.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 10.15% | 17.45%-7.3pp | 54.65%-44.5pp | 116.85%-106.7pp |
| Employer contribution / active EE | $1,634 | $1,979-17.4% | $2,731-40.2% | $2,427-32.7% |
| Participant deferral / active EE | $5,366 | $3,888+38.0% | $4,487+19.6% | $4,046+32.6% |
| Admin fee / account holder | $233 | $537-56.6% | $7,964-97.1% | $626-62.8% |