See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,276 |
JP MORGAN SECURITIES LLC2 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $39,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,426 | $59,584+122.3% | $86,874+52.4% | $79,386+66.8% |
| Participation rate | 98.4% | 67.7%+30.7pp | 71.6%+26.8pp | 70.7%+27.7pp |
| Annual return | 15.19% | 23.15%-8.0pp | 63.52%-48.3pp | 116.85%-101.7pp |
| Employer contribution / active EE | $3,185 | $1,768+80.2% | $2,495+27.6% | $2,427+31.2% |
| Participant deferral / active EE | $6,960 | $3,036+129.2% | $3,699+88.2% | $4,046+72.0% |
| Admin fee / account holder | $621 | $604+2.8% | $5,828-89.3% | $626-0.9% |