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 |
|---|---|---|
Filed as: CEDAR BROOK FINANCIAL PARTNERS Service code 27 5885 LANDERBROOK DR · CLEVELAND, OH 44124 | Advisory (Plan) | $22,701 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 | Recordkeeping Fees | $18,423 |
Service code 27 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Advisory (Plan) | $11,731 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $144 |
BOFA SECURITIES, INC.2 years Service code 99 | Other Fees | $11 |
GOLDMAN SACHS1 year Filed as: GOLDMAN, SACHS & CO. Service code 99 | Other Fees | $8 |
Filed as: J.P. MORGAN SECURITIES IN Service code 99 | Other Fees | $4 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO, INC Service code 99 · EIN 26-4310632 | Other Fees | $4 |
CITADEL KENSINGTON1 year Filed as: CITADEL SECURITIES INSTITUTIONAL LL Service code 99 | Other Fees | $3 |
Filed as: PERSHING,LLC Service code 99 | Other Fees | $3 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,272 | $65,908+3.6% | $81,812-16.5% | $77,643-12.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 16.99% | 26.64%-9.7pp | 773.79%-756.8pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,133 | $2,370-10.0% | $2,912-26.8% | $2,726-21.7% |
| Participant deferral / active EE | $6,489 | $3,505+85.1% | $4,319+50.3% | $4,647+39.6% |
| Admin fee / account holder | $168 | $526-68.0% | $7,386-97.7% | $430-60.9% |