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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,303 |
SWARTZ, RETSON & CO., P.C.2 years Filed as: SWARTZ, RETSON & CO PC Service code 10 235 86TH AVE. · MERRILLVILLE, IN 46410 | Accounting | $3,064 |
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 | $115,174 | $71,142+61.9% | $119,609-3.7% | $64,808+77.7% |
| Participation rate | 74.6% | 78.6%-4.0pp | 79.3%-4.7pp | 71.5%+3.1pp |
| Annual return | -14.53% | -10.01%-4.5pp | -14.97%+0.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,745 | $2,497+90.0% | $4,232+12.1% | $2,506+89.4% |
| Participant deferral / active EE | $2,755 | $4,490-38.6% | $5,602-50.8% | $4,310-36.1% |
| Admin fee / account holder | $34 | $162-79.0% | $10,323-99.7% | $188-81.9% |