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 | $42,658 |
JP MORGAN SECURITIES LLC3 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $38,618 |
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 | $101,066 | $50,199+101.3% | $70,092+44.2% | $66,914+51.0% |
| Participation rate | 96.4% | 66.3%+30.0pp | 70.5%+25.9pp | 69.8%+26.5pp |
| Annual return | -17.82% | -13.85%-4.0pp | 190.73%-208.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,055 | $1,864+63.9% | $2,559+19.4% | $2,544+20.1% |
| Participant deferral / active EE | $6,524 | $3,112+109.6% | $3,849+69.5% | $4,237+54.0% |
| Admin fee / account holder | $549 | $600-8.4% | $6,267-91.2% | $593-7.4% |