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 |
|---|---|---|
NEW WEALTH ADVISORS, LLC1 year Service code 27 1 HIGHWOOD DR · TEWKSBURY, MA 01876 | Advisory (Plan) | $20,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,078 | $99,957-30.9% | $149,696-53.9% | $73,488-6.0% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.5%+9.0pp | 70.7%+20.7pp |
| Annual return | 13.65% | 53.87%-40.2pp | 276.60%-262.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,255 | $3,191-29.3% | $4,644-51.4% | $2,270-0.7% |
| Participant deferral / active EE | $9,647 | $6,073+58.9% | $6,842+41.0% | $3,740+158.0% |
| Admin fee / account holder | $119 | $551-78.3% | $9,309-98.7% | $513-76.7% |