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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,524 |
SVA CERTIFIED PUBLIC ACCOUNTANTS1+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS, S Service code 99 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Other Fees | $6,900 |
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 | $26,287 | $44,229-40.6% | $155,790-83.1% | $55,191-52.4% |
| Participation rate | 74.7% | 60.8%+13.9pp | 76.1%-1.4pp | 69.2%+5.5pp |
| Annual return | -0.45% | 0.37%-0.8pp | 71.54%-72.0pp | 10.78%-11.2pp |
| Employer contribution / active EE | $717 | $1,317-45.6% | $3,836-81.3% | $1,899-62.3% |
| Participant deferral / active EE | $1,712 | $2,851-40.0% | $4,797-64.3% | $3,046-43.8% |
| Admin fee / account holder | $62 | $86-28.1% | $7,478-99.2% | $91-31.7% |