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 |
|---|---|---|
RSM US LLP3 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $6,825 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,121 | $86,655+34.0% | $119,609-2.9% | $66,914+73.5% |
| Participation rate | 98.2% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.4pp |
| Annual return | -20.07% | -8.00%-12.1pp | -14.97%-5.1pp | 1.58%-21.7pp |
| Employer contribution / active EE | $3,614 | $2,536+42.5% | $4,232-14.6% | $2,544+42.0% |
| Participant deferral / active EE | $3,429 | $4,358-21.3% | $5,602-38.8% | $4,237-19.1% |
| Admin fee / account holder | $53 | $755-93.0% | $10,323-99.5% | $593-91.1% |