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 SRIVE · HOUSTON, TX 77081 | Accounting | $18,776 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,415 |
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 | $60,416 | $91,372-33.9% | $129,995-53.5% | $74,419-18.8% |
| Participation rate | 94.7% | 77.8%+16.9pp | 78.5%+16.2pp | 70.7%+24.0pp |
| Annual return | 17.92% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $3,523 | $2,563+37.4% | $4,320-18.4% | $2,637+33.6% |
| Participant deferral / active EE | $6,210 | $4,721+31.6% | $5,820+6.7% | $4,528+37.2% |
| Admin fee / account holder | $28 | $283-90.1% | $10,614-99.7% | $348-92.0% |