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 |
|---|---|---|
Filed as: SWARTZ, RETSON & CO PC Service code 10 235 86TH AVE · MERRILLVILLE, IN 46410 | Accounting | $16,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,806 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,688 | $86,225+46.9% | $146,665-13.6% | $86,799+46.0% |
| Participation rate | 84.5% | 78.0%+6.5pp | 80.1%+4.4pp | 72.3%+12.2pp |
| Annual return | 13.82% | 31.23%-17.4pp | 22.74%-8.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,425 | $2,392+1.4% | $4,136-41.4% | $2,405+0.8% |
| Participant deferral / active EE | $2,915 | $4,245-31.3% | $5,506-47.0% | $4,131-29.4% |
| Admin fee / account holder | $69 | $195-64.7% | $10,280-99.3% | $170-59.3% |