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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,972 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,751 | $65,435-25.5% | $86,677-43.8% | $66,914-27.1% |
| Participation rate | 83.2% | 75.5%+7.8pp | 76.6%+6.7pp | 69.8%+13.4pp |
| Annual return | -17.80% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,016 | $2,153-52.8% | $2,836-64.2% | $2,544-60.1% |
| Participant deferral / active EE | $5,730 | $4,100+39.7% | $4,656+23.1% | $4,237+35.2% |
| Admin fee / account holder | $128 | $642-80.0% | $7,493-98.3% | $593-78.4% |