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 7-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: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $22,317 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,453 | $84,556-28.5% | $116,228-48.0% | $74,304-18.6% |
| Participation rate | 98.9% | 66.0%+32.9pp | 74.6%+24.4pp | 60.3%+38.6pp |
| Annual return | 25.92% | 18.35%+7.6pp | 90.06%-64.1pp | 29.43%-3.5pp |
| Employer contribution / active EE | $3,040 | $2,168+40.2% | $2,994+1.5% | $2,241+35.6% |
| Participant deferral / active EE | $7,202 | $3,814+88.8% | $4,953+45.4% | $3,767+91.2% |
| Admin fee / account holder | $4 | $3,792-99.9% | $11,989-100.0% | $2,969-99.9% |