See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 270 PARK AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $17,517 |
WELLTH ADVISORY SERVICES LLC1+ years Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $12,705 |
ECONOMIC GROUP PENSION SERVICES1+ years Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $11,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,565 | $45,031-72.1% | $84,966-85.2% | $77,643-83.8% |
| Participation rate | 62.2% | 48.7%+13.5pp | 67.5%-5.3pp | 70.6%-8.4pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.38%-66.4pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,975 | $1,609+22.7% | $2,727-27.6% | $2,726-27.5% |
| Participant deferral / active EE | $324 | $2,807-88.5% | $4,519-92.8% | $4,647-93.0% |
| Admin fee / account holder | $49 | $912-94.6% | $6,149-99.2% | $430-88.6% |