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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $68,695 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $33,523 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,665 | $62,267-9.0% | $110,238-48.6% | $55,725+1.7% |
| Participation rate | 97.5% | 78.1%+19.4pp | 79.8%+17.7pp | 70.9%+26.6pp |
| Annual return | -4.50% | -1.07%-3.4pp | 314.74%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $634 | $1,941-67.4% | $3,826-83.4% | $2,078-69.5% |
| Participant deferral / active EE | $5,511 | $3,516+56.8% | $4,672+18.0% | $3,356+64.2% |
| Admin fee / account holder | $285 | $121+135.7% | $8,547-96.7% | $115+147.4% |