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, LLP2 years Filed as: WISS & COMPANY LLP Service code 10 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Accounting | $12,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,662 | $84,936-26.2% | $111,297-43.7% | $79,386-21.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 12.94% | 17.45%-4.5pp | 54.65%-41.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,030 | $1,979-48.0% | $2,731-62.3% | $2,427-57.6% |
| Participant deferral / active EE | $4,628 | $3,888+19.0% | $4,487+3.1% | $4,046+14.4% |
| Admin fee / account holder | $71 | $537-86.7% | $7,964-99.1% | $626-88.6% |