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 |
|---|---|---|
SVA CERTIFIED PUBLIC ACCOUNTANTS3+ years Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS, S Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 537444968 | Accounting | $7,200 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,432 |
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 | $36,834 | $52,639-30.0% | $185,117-80.1% | $62,292-40.9% |
| Participation rate | 84.7% | 63.9%+20.9pp | 77.3%+7.5pp | 69.5%+15.2pp |
| Annual return | 16.10% | 19.57%-3.5pp | 40.50%-24.4pp | 28.90%-12.8pp |
| Employer contribution / active EE | $986 | $1,483-33.5% | $4,182-76.4% | $2,042-51.7% |
| Participant deferral / active EE | $2,519 | $3,097-18.7% | $5,045-50.1% | $3,169-20.5% |
| Admin fee / account holder | $50 | $374-86.7% | $8,159-99.4% | $479-89.6% |