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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,548 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,728 | $65,376-48.4% | $87,100-61.3% | $65,185-48.3% |
| Participation rate | 83.2% | 75.3%+7.8pp | 76.9%+6.3pp | 70.2%+13.0pp |
| Annual return | 19.64% | 31.27%-11.6pp | 28.19%-8.5pp | 29.38%-9.7pp |
| Employer contribution / active EE | $90 | $1,822-95.1% | $2,521-96.4% | $2,177-95.9% |
| Participant deferral / active EE | $2,518 | $3,388-25.7% | $4,049-37.8% | $3,514-28.3% |
| Admin fee / account holder | $31 | $520-94.1% | $7,497-99.6% | $847-96.4% |