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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP2 years Service code 10 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $33,512 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $962 |
Employer contribution per participant 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 | $90,906 | $52,670+72.6% | $90,404+0.6% | $73,409+23.8% |
| Participation rate | 91.5% | 67.7%+23.8pp | 72.7%+18.8pp | 72.2%+19.3pp |
| Annual return | 14.09% | 20.70%-6.6pp | 1293.02%-1278.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $298 | $1,872-84.1% | $3,262-90.9% | $2,234-86.7% |
| Participant deferral / active EE | $4,481 | $2,807+59.7% | $3,963+13.1% | $3,805+17.8% |
| Admin fee / account holder | $83 | $117-28.9% | $5,611-98.5% | $158-47.4% |