See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN Service code 27 JP MORGAN FUND SERVICES · BOSTON, MA 022668528 | Advisory (Plan) | $55,500 |
CERITY PARTNERS1 year Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $31,167 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,188 | $138,347-11.7% | $184,203-33.7% | $80,856+51.1% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 14.67% | 20.02%-5.4pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,660 | $4,850+16.7% | $6,427-11.9% | $2,755+105.5% |
| Participant deferral / active EE | $16,973 | $7,071+140.0% | $9,131+85.9% | $4,296+295.1% |
| Admin fee / account holder | $799 | $10,483-92.4% | $13,901-94.3% | $6,918-88.5% |