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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $44,161 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,338 | $69,454-10.2% | $180,183-65.4% | $74,304-16.1% |
| Participation rate | 97.8% | 61.8%+36.0pp | 77.4%+20.4pp | 60.3%+37.4pp |
| Annual return | 15.30% | 25.86%-10.6pp | 27.86%-12.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $5,462 | $3,155+73.1% | $5,039+8.4% | $2,241+143.7% |
| Participant deferral / active EE | $6,950 | $4,662+49.1% | $6,822+1.9% | $3,767+84.5% |
| Admin fee / account holder | $165 | $3,036-94.6% | $19,975-99.2% | $2,969-94.4% |