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 |
|---|---|---|
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP Service code 10 100 CAMPUS DR · FLORHAM PARK, NJ 07932 | Accounting | $13,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,543 |
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 | $57,463 | $73,638-22.0% | $95,952-40.1% | $73,488-21.8% |
| Participation rate | 93.2% | 76.2%+17.1pp | 77.1%+16.2pp | 70.7%+22.6pp |
| Annual return | 11.48% | 16.78%-5.3pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $955 | $1,863-48.7% | $2,541-62.4% | $2,270-57.9% |
| Participant deferral / active EE | $4,248 | $3,617+17.5% | $4,167+2.0% | $3,740+13.6% |
| Admin fee / account holder | $83 | $482-82.7% | $6,795-98.8% | $513-83.8% |