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 COUNSEL3+ years Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $11,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,488 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $830 |
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 | $136,544 | $67,606+102.0% | $82,313+65.9% | $70,131+94.7% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 17.79% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,967 | $1,755+183.0% | $2,428+104.5% | $2,342+112.0% |
| Participant deferral / active EE | $12,283 | $2,987+311.2% | $3,706+231.4% | $3,332+268.7% |
| Admin fee / account holder | $128 | $4,512-97.2% | $5,608-97.7% | $4,645-97.2% |