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 LLC6+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $205,533 |
STEWART C. MILLER & CO., INC.6+ years Filed as: STEWART C MILLER & CO, INC Service code 10 · EIN 35-1820020 | Accounting | $34,051 |
FOSTER & FOSTER2 years Service code 11 · EIN 59-1921114 | Actuarial | $17,650 |
Filed as: ASHER, GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $15,873 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $12,500 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
LAKESIDE WEALTH MANAGEMENT6+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 · EIN 20-4455433 | Advisory (Plan) | $11,250 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 13.83% | 9.38%+4.4pp | 8.01%+5.8pp | 9.29%+4.5pp |
| Employer contribution / active EE | $14,650 | $9,605+52.5% | $29,475-50.3% | $15,168-3.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |