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 27 · EIN 13-2624428 | Advisory (Plan) | $218,596 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $59,105 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING Service code 17 · EIN 06-1053228 | Pension Consulting | $49,001 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $22,234 |
SMITH, GAMBRELL & RUSSELL, LLP10+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $16,709 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 28 · EIN 27-2037969 | Investment Management | $16,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $628,955-100.0% | $628,955-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 44.0%-44.0pp |
| Annual return | 1.04% | 8.13%-7.1pp | 8.15%-7.1pp | 13.05%-12.0pp |
| Employer contribution / active EE | $0 | $43,711-100.0% | $42,534-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |