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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,216 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,478 | $84,936-32.3% | $111,297-48.4% | $79,386-27.6% |
| Participation rate | 82.7% | 75.9%+6.9pp | 77.3%+5.4pp | 70.7%+12.0pp |
| Annual return | 15.45% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,112 | $1,979-43.8% | $2,731-59.3% | $2,427-54.2% |
| Participant deferral / active EE | $4,999 | $3,888+28.6% | $4,487+11.4% | $4,046+23.6% |
| Admin fee / account holder | $134 | $537-75.1% | $7,964-98.3% | $626-78.6% |