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 |
|---|---|---|
Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 64 | Recordkeeping Fees | $23,183 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $16,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,042 | $72,607-77.9% | $90,749-82.3% | $66,914-76.0% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -17.51% | -12.28%-5.2pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,899 | $2,369-19.8% | $2,921-35.0% | $2,544-25.4% |
| Participant deferral / active EE | $3,056 | $3,977-23.2% | $4,564-33.0% | $4,237-27.9% |
| Admin fee / account holder | $95 | $707-86.5% | $8,445-98.9% | $593-83.9% |