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 | $87,348 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $40,000 |
BKD, LLP6 years Filed as: BKD LLP Service code 10 910 E ST LOUIS ST · SPRINGFIELD, MO 65807 | Accounting | $32,582 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,536 | $95,918-73.4% | $151,611-83.2% | $77,904-67.2% |
| Participation rate | 91.4% | 88.7%+2.6pp | 87.5%+3.9pp | 73.7%+17.7pp |
| Annual return | -13.99% | -5.50%-8.5pp | 3.33%-17.3pp | 12.21%-26.2pp |
| Employer contribution / active EE | $960 | $4,330-77.8% | $6,166-84.4% | $2,848-66.3% |
| Participant deferral / active EE | $1,659 | $7,508-77.9% | $8,363-80.2% | $4,806-65.5% |
| Admin fee / account holder | $99 | $93+6.1% | $11,616-99.1% | $133-25.3% |