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 |
|---|---|---|
EISNERAMPER LLP2 years Service code 10 111 S. WOOD AVE · ISELIN, NJ 08830 | Accounting | $8,400 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,795 |
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 | $67,714 | $52,208+29.7% | $86,612-21.8% | $74,419-9.0% |
| Participation rate | 92.5% | 66.3%+26.2pp | 71.7%+20.8pp | 70.7%+21.8pp |
| Annual return | 15.00% | 44.46%-29.5pp | 591.07%-576.1pp | 34.38%-19.4pp |
| Employer contribution / active EE | $702 | $2,282-69.2% | $3,022-76.8% | $2,637-73.4% |
| Participant deferral / active EE | $4,438 | $3,383+31.2% | $4,4380% | $4,528-2.0% |
| Admin fee / account holder | $22 | $319-93.2% | $5,614-99.6% | $348-93.7% |