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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,162 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS,SC Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $7,000 |
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 | $32,579 | $50,898-36.0% | $171,082-81.0% | $55,167-40.9% |
| Participation rate | 88.7% | 63.3%+25.4pp | 76.7%+12.0pp | 69.0%+19.7pp |
| Annual return | 6.52% | 15.34%-8.8pp | 32.56%-26.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $984 | $1,433-31.3% | $4,002-75.4% | $1,963-49.9% |
| Participant deferral / active EE | $2,433 | $2,994-18.8% | $4,797-49.3% | $3,054-20.3% |
| Admin fee / account holder | $69 | $500-86.2% | $8,520-99.2% | $504-86.4% |