Filed July 13, 2023
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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: SANDHILL INVESTMENT MANAGEMENT Service code 27 · EIN 20-0444918 | Advisory (Plan) | $180,387 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,354 | $48,698+83.5% | $93,606-4.5% | $199,593-55.2% |
| Participation rate | 49.6% | 63.5%-14.0pp | 68.7%-19.1pp | 72.0%-22.4pp |
| Annual return | 12.58% | 15.34%-2.8pp | 133.20%-120.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $579 | $1,135-49.0% | $2,420-76.1% | $3,034-80.9% |
| Participant deferral / active EE | $4,303 | $2,817+52.8% | $4,411-2.5% | $5,087-15.4% |
| Admin fee / account holder | $103 | $195-47.4% | $8,285-98.8% | $269-61.9% |