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 |
|---|---|---|
Filed as: STRATEGIC PENSION SERVICES LLC Service code 13 · EIN 14-1836262 | Contract Administrator | $11,151 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,444 | $51,197-7.3% | $82,719-42.6% | $66,914-29.1% |
| Participation rate | 86.2% | 67.8%+18.4pp | 72.6%+13.7pp | 69.8%+16.4pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,197 | $2,611+60.7% | $3,009+39.5% | $2,544+64.9% |
| Participant deferral / active EE | $7,099 | $3,458+105.3% | $4,395+61.5% | $4,237+67.6% |
| Admin fee / account holder | $112 | $416-73.1% | $5,329-97.9% | $593-81.1% |