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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $43,085 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,833 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,561 | $122,239-65.2% | $184,203-76.9% | $74,495-42.9% |
| Participation rate | 72.2% | 85.5%-13.3pp | 86.8%-14.6pp | 67.2%+5.0pp |
| Annual return | 11.12% | 19.95%-8.8pp | 28.81%-17.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $430 | $4,537-90.5% | $6,427-93.3% | $2,623-83.6% |
| Participant deferral / active EE | $2,671 | $7,139-62.6% | $9,131-70.8% | $4,346-38.5% |
| Admin fee / account holder | $317 | $1,260-74.8% | $13,901-97.7% | $1,942-83.7% |