Filed August 28, 2025 (most recent of 2 filings on file)
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 LLC7 years Filed as: JPMORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $178,774 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $132,760 |
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $69,877 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,500 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN Service code 28 · EIN 26-2107163 | Investment Management | $35,656 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,106 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 28 · EIN 27-1803513 | Investment Management | $33,329 |
SIDLEY AUSTIN LLP2 years Filed as: SIDLEY Service code 29 · EIN 90-0619567 | Legal | $6,423 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 9.61% | 8.05%+1.6pp | 6.78%+2.8pp | 9.30%+0.3pp |
| Employer contribution / active EE | $8,130 | $10,660-23.7% | $25,154-67.7% | $12,557-35.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |