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: SVA CERTIFIED PUBLIC ACCOUNTANTS,SC Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $6,750 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,390 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Consulting | $5,163 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,085 | $63,924-15.4% | $108,579-50.2% | $55,167-2.0% |
| Participation rate | 80.4% | 74.3%+6.0pp | 79.6%+0.8pp | 69.0%+11.4pp |
| Annual return | 5.69% | 15.31%-9.6pp | -51.70%+57.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,792 | $1,879+48.6% | $3,758-25.7% | $1,963+42.3% |
| Participant deferral / active EE | $2,314 | $3,067-24.5% | $4,311-46.3% | $3,054-24.2% |
| Admin fee / account holder | $145 | $618-76.5% | $7,645-98.1% | $504-71.1% |