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 7-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 | $48,846 |
Filed as: JPMORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $12,361 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $7,937 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,565 | $106,028-37.2% | $146,958-54.7% | $77,643-14.3% |
| Participation rate | 98.1% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 24.65% | 56.73%-32.1pp | 418.34%-393.7pp | 31.24%-6.6pp |
| Employer contribution / active EE | $14,828 | $4,063+264.9% | $4,933+200.6% | $2,726+444.0% |
| Participant deferral / active EE | $11,944 | $7,990+49.5% | $8,070+48.0% | $4,647+157.0% |
| Admin fee / account holder | $140 | $337-58.6% | $12,998-98.9% | $430-67.6% |