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 |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $67,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,269 |
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 | $79,957 | $49,451+61.7% | $79,550+0.5% | $66,914+19.5% |
| Participation rate | 97.1% | 61.3%+35.7pp | 69.5%+27.6pp | 69.8%+27.3pp |
| Annual return | -17.82% | 84.25%-102.1pp | 0.16%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $910 | $1,266-28.1% | $2,413-62.3% | $2,544-64.2% |
| Participant deferral / active EE | $8,109 | $3,159+156.7% | $3,985+103.5% | $4,237+91.4% |
| Admin fee / account holder | $365 | $595-38.7% | $6,832-94.7% | $593-38.6% |