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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $189,623 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $82,364 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $5,118 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,676 | $145,877-52.2% | $150,045-53.6% | $102,872-32.3% |
| Participation rate | 71.8% | 79.8%-8.1pp | 82.3%-10.5pp | 73.0%-1.2pp |
| Annual return | 22.72% | 21.37%+1.3pp | 62.55%-39.8pp | 19.06%+3.7pp |
| Employer contribution / active EE | $3,280 | $4,710-30.4% | $4,693-30.1% | $3,526-7.0% |
| Participant deferral / active EE | $7,982 | $9,491-15.9% | $7,997-0.2% | $5,535+44.2% |
| Admin fee / account holder | $149 | $176-15.3% | $13,435-98.9% | $292-49.0% |