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 |
|---|---|---|
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,384 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,839 |
PRICEKUBECKA PLLC2 years Service code 10 16675 ADDISON RD · ADDISON, TX 75001 | Accounting | $2,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,000 | $65,435-12.9% | $86,677-34.2% | $66,914-14.8% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -16.35% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,327 | $2,153+54.5% | $2,836+17.3% | $2,544+30.7% |
| Participant deferral / active EE | $5,769 | $4,100+40.7% | $4,656+23.9% | $4,237+36.2% |
| Admin fee / account holder | $180 | $642-72.0% | $7,493-97.6% | $593-69.7% |