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 37 · EIN 04-2647786 | Loan Processing | $29,554 |
JP MORGAN SECURITIES LLC1 year Service code 27 · EIN 13-4110995 | Advisory (Plan) | $20,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,959 | $54,590+112.4% | $81,930+41.5% | $73,488+57.8% |
| Participation rate | 99.2% | 68.3%+30.9pp | 72.0%+27.2pp | 70.7%+28.5pp |
| Annual return | 15.10% | 17.74%-2.6pp | 29.49%-14.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,876 | $1,636+75.8% | $4,310-33.3% | $2,270+26.7% |
| Participant deferral / active EE | $6,680 | $2,759+142.1% | $7,107-6.0% | $3,740+78.6% |
| Admin fee / account holder | $353 | $592-40.4% | $5,158-93.2% | $513-31.2% |