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 |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, N.A. Service code 99 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Other Fees | $58,878 |
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $44,000 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,314 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,082 | $106,028-46.2% | $146,958-61.2% | $77,643-26.5% |
| Participation rate | 82.1% | 78.4%+3.7pp | 82.2%0pp | 70.6%+11.5pp |
| Annual return | -7.83% | 56.73%-64.6pp | 418.34%-426.2pp | 31.24%-39.1pp |
| Employer contribution / active EE | $1,735 | $4,063-57.3% | $4,933-64.8% | $2,726-36.3% |
| Participant deferral / active EE | $4,135 | $7,990-48.2% | $8,070-48.8% | $4,647-11.0% |
| Admin fee / account holder | $11 | $337-96.8% | $12,998-99.9% | $430-97.5% |