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 | $44,383 |
JP MORGAN SECURITIES LLC4 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $37,070 |
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 | $112,652 | $56,423+99.7% | $77,163+46.0% | $71,457+57.6% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 18.97% | 19.05%-0.1pp | 37.87%-18.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,226 | $1,866+72.9% | $2,535+27.3% | $2,588+24.7% |
| Participant deferral / active EE | $6,689 | $3,142+112.9% | $3,833+74.5% | $4,289+56.0% |
| Admin fee / account holder | $491 | $1,429-65.7% | $5,472-91.0% | $1,587-69.1% |