See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC PENSION SERVICES LLC Service code 13 · EIN 14-1836262 | Contract Administrator | $12,470 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,931 | $65,908-18.2% | $81,812-34.1% | $77,643-30.5% |
| Participation rate | 89.8% | 65.8%+24.0pp | 72.3%+17.5pp | 70.6%+19.3pp |
| Annual return | 63.90% | 26.64%+37.3pp | 773.79%-709.9pp | 31.24%+32.7pp |
| Employer contribution / active EE | $4,051 | $2,370+70.9% | $2,912+39.1% | $2,726+48.6% |
| Participant deferral / active EE | $6,932 | $3,505+97.8% | $4,319+60.5% | $4,647+49.2% |
| Admin fee / account holder | $70 | $526-86.8% | $7,386-99.1% | $430-83.8% |