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 |
|---|---|---|
ALAN BILLER & ASSOCIATES7 years Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $171,750 |
Service code 11 · EIN 13-3689044 | Actuarial | $159,387 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN Service code 27 · EIN 13-4043930 | Advisory (Plan) | $54,950 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 6.72% | 18.69%-12.0pp | 10.59%-3.9pp | 37.74%-31.0pp |
| Employer contribution / active EE | $9,210 | $12,263-24.9% | $43,976-79.1% | $15,781-41.6% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |