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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $60,000 |
MARGOLIN, WINER & EVENS LLP7+ years Service code 10 · EIN 13-2624428 | Accounting | $12,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,420 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,306 | $86,225+149.7% | $146,665+46.8% | $86,799+148.0% |
| Participation rate | 87.1% | 78.0%+9.1pp | 80.1%+7.0pp | 72.3%+14.8pp |
| Annual return | 11.51% | 31.23%-19.7pp | 22.74%-11.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $3,088 | $2,392+29.1% | $4,136-25.3% | $2,405+28.4% |
| Participant deferral / active EE | $9,050 | $4,245+113.2% | $5,506+64.4% | $4,131+119.1% |
| Admin fee / account holder | $97 | $195-50.3% | $10,280-99.1% | $170-42.7% |