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 |
|---|---|---|
ROGOFF & COMPANY PC6+ years Service code 10 · EIN 13-2688836 | Accounting | $30,000 |
JP MORGAN SECURITIES LLC6+ years Filed as: JP MORGAN SECURITIES Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $20,205 |
CHOICE ASSET MANAGEMENT LLC1 year Service code 51 57 COLUMBUS AVENUE · LAKEWOOD, NJ 08701 | Investment Mgmt Fees | $10,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,544,773 | $228,332+8021.8% | $185,823+9879.8% | $158,922+11569.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.60% | 40.80%-34.2pp | 35.95%-29.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $15,192 | $11,864+28.1% | $9,500+59.9% | $11,246+35.1% |