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 |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $26,098 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,154 |
Filed as: FIDELITY INV. INST. OP. CMPY, LLC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,487 | $81,625-36.9% | $167,512-69.3% | $74,304-30.7% |
| Participation rate | 55.8% | 60.0%-4.2pp | 77.1%-21.3pp | 60.3%-4.6pp |
| Annual return | 15.82% | 26.09%-10.3pp | 1615.79%-1600.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,856 | $2,010-7.7% | $3,882-52.2% | $2,241-17.2% |
| Participant deferral / active EE | $3,137 | $4,115-23.8% | $6,405-51.0% | $3,767-16.7% |
| Admin fee / account holder | $197 | $3,474-94.3% | $9,769-98.0% | $2,969-93.4% |