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 |
|---|---|---|
INSTITUTIONAL INVESTMENT COUNSEL1+ years Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $7,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,985 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,358 |
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 | $96,774 | $56,199+72.2% | $67,652+43.0% | $59,632+62.3% |
| Participation rate | 95.7% | 71.5%+24.3pp | 75.7%+20.1pp | 68.7%+27.1pp |
| Annual return | -0.35% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $5,823 | $1,614+260.7% | $2,266+157.0% | $2,203+164.4% |
| Participant deferral / active EE | $13,280 | $2,844+367.0% | $3,560+273.1% | $3,192+316.1% |
| Admin fee / account holder | $93 | $3,958-97.6% | $4,821-98.1% | $4,297-97.8% |