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 |
|---|---|---|
Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,966 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,159 | $54,590+52.3% | $81,930+1.5% | $73,488+13.2% |
| Participation rate | 93.1% | 68.3%+24.8pp | 72.0%+21.1pp | 70.7%+22.4pp |
| Annual return | 16.69% | 17.74%-1.0pp | 29.49%-12.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,280 | $1,636+39.3% | $4,310-47.1% | $2,270+0.4% |
| Participant deferral / active EE | $3,526 | $2,759+27.8% | $7,107-50.4% | $3,740-5.7% |
| Admin fee / account holder | $107 | $592-81.8% | $5,158-97.9% | $513-79.1% |