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 MUNIZ3 years Service code 30 · EIN 36-3980892 | Employee (plan) | $94,844 |
JP MORGAN SECURITIES LLC10+ years Filed as: JP MORGAN SECURITIES, LLC Service code 28 · EIN 13-4994650 | Investment Management | $64,079 |
Service code 49 310 BUCKINGHAM CT · LOMBARD, IL 60148 | Other Services | $20,000 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $13,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,477 | $81,357-98.2% | $75,972-98.1% | $199,593-99.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 4.85% | 16.32%-11.5pp | 359.55%-354.7pp | 34.25%-29.4pp |
| Employer contribution / active EE | $489 | $3,341-85.4% | $2,685-81.8% | $3,034-83.9% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $52 | $144-64.3% | $6,467-99.2% | $269-80.8% |