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 |
|---|---|---|
Service code 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $11,669 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,654 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,564 | $56,060+2.7% | $76,002-24.3% | $80,874-28.8% |
| Participation rate | 97.6% | 62.0%+35.6pp | 69.1%+28.5pp | 67.6%+30.0pp |
| Annual return | 14.18% | 20.54%-6.4pp | 360.07%-345.9pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,578 | $1,873+91.0% | $2,688+33.1% | $2,756+29.9% |
| Participant deferral / active EE | $4,765 | $3,051+56.1% | $4,257+11.9% | $4,297+10.9% |
| Admin fee / account holder | $144 | $5,237-97.2% | $6,414-97.7% | $6,935-97.9% |