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 |
|---|---|---|
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $16,305 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,765 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,450 | $71,666-47.7% | $117,854-68.2% | $69,631-46.2% |
| Participation rate | 96.8% | 77.5%+19.3pp | 79.7%+17.2pp | 70.7%+26.1pp |
| Annual return | 22.70% | 18.86%+3.8pp | 335.08%-312.4pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $3,288 | $1,889+74.1% | $3,786-13.2% | $2,032+61.8% |
| Participant deferral / active EE | $5,501 | $3,340+64.7% | $4,482+22.7% | $3,224+70.6% |
| Admin fee / account holder | $34 | $120-71.6% | $8,020-99.6% | $110-69.1% |