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 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $21,858 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,019 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,964 | $88,890-17.9% | $102,423-28.8% | $77,643-6.0% |
| Participation rate | 64.2% | 80.9%-16.7pp | 76.5%-12.3pp | 70.6%-6.4pp |
| Annual return | 10.90% | 24.98%-14.1pp | 29.32%-18.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $999 | $2,698-63.0% | $3,023-66.9% | $2,726-63.3% |
| Participant deferral / active EE | $3,162 | $5,145-38.5% | $5,053-37.4% | $4,647-32.0% |
| Admin fee / account holder | $171 | $235-27.4% | $9,451-98.2% | $430-60.3% |