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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,531 |
JP MORGAN SECURITIES LLC1 year Service code 27 · EIN 13-4110995 | Advisory (Plan) | $61,655 |
APW CAPITAL INC4+ years Service code 55 · EIN 22-3526587 | Other Commissions | $4,987 |
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 | $96,938 | $59,263+63.6% | $96,562+0.4% | $79,386+22.1% |
| Participation rate | 93.0% | 61.9%+31.1pp | 69.8%+23.2pp | 70.7%+22.3pp |
| Annual return | 14.21% | 27.07%-12.9pp | 37.78%-23.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $904 | $1,216-25.7% | $2,356-61.6% | $2,427-62.8% |
| Participant deferral / active EE | $7,246 | $2,948+145.8% | $3,849+88.3% | $4,046+79.1% |
| Admin fee / account holder | $412 | $658-37.4% | $6,181-93.3% | $626-34.2% |