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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,000 |
MORGAN STANLEY SMITH BARNEY7 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 | $54,301 | $99,078-45.2% | $96,544-43.8% | $74,419-27.0% |
| Participation rate | 76.8% | 80.7%-3.9pp | 76.0%+0.8pp | 70.7%+6.1pp |
| Annual return | 44.11% | 22.48%+21.6pp | 25.84%+18.3pp | 34.38%+9.7pp |
| Employer contribution / active EE | $1,279 | $2,570-50.2% | $2,965-56.8% | $2,637-51.5% |
| Participant deferral / active EE | $4,892 | $4,933-0.8% | $4,851+0.8% | $4,528+8.0% |
| Admin fee / account holder | $98 | $225-56.2% | $8,252-98.8% | $348-71.7% |