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 |
|---|---|---|
JP MORGAN SECURITIES LLC5 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $43,923 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,500 |
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 | $135,095 | $62,127+117.5% | $81,382+66.0% | $74,495+81.3% |
| Participation rate | 97.9% | 64.0%+33.8pp | 69.5%+28.4pp | 67.2%+30.7pp |
| Annual return | 12.48% | 16.48%-4.0pp | 24.73%-12.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,066 | $1,882+116.0% | $2,463+65.1% | $2,623+55.0% |
| Participant deferral / active EE | $6,818 | $3,229+111.1% | $3,883+75.6% | $4,346+56.9% |
| Admin fee / account holder | $441 | $1,934-77.2% | $5,768-92.4% | $1,942-77.3% |