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 10 175 BROADHOLLOW ROAD, STE 250 · MELVILLE, NY 11747 | Accounting | $25,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,530 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,217 | $54,237+51.6% | $90,281-8.9% | $67,579+21.7% |
| Participation rate | 89.2% | 68.6%+20.6pp | 73.3%+15.9pp | 71.3%+17.9pp |
| Annual return | 19.15% | 37.27%-18.1pp | 78.10%-59.0pp | 378.56%-359.4pp |
| Employer contribution / active EE | $665 | $1,846-64.0% | $2,854-76.7% | $2,148-69.0% |
| Participant deferral / active EE | $4,525 | $2,625+72.4% | $3,885+16.5% | $3,539+27.9% |
| Admin fee / account holder | $71 | $123-42.3% | $5,351-98.7% | $142-50.0% |