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 |
|---|---|---|
MARITZA MUNIZ2 years Service code 30 · EIN 36-3980892 | Employee (plan) | $86,256 |
JP MORGAN SECURITIES LLC9+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 | Securities Custodian | $63,153 |
SECURITY PROGRAMS INC9+ years Service code 13 · EIN 36-2728094 | Contract Administrator | $27,000 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $10,953 |
THE PREVIANT LAW FIRM, S.C.2 years Filed as: PREVIANT LAW FIRM, SC Service code 29 · EIN 39-1211596 | Legal | $6,901 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,370 | $70,115-98.0% | $70,515-98.1% | $80,160-98.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | 9.16% | 134.51%-125.4pp | 32.77%-23.6pp | 40.38%-31.2pp |
| Employer contribution / active EE | $429 | $3,021-85.8% | $2,973-85.6% | $2,978-85.6% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $44 | $112-60.6% | $6,412-99.3% | $145-69.5% |