See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $60,268 |
HARBOR9 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 W JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $60,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,359 | $108,549-49.9% | $156,263-65.2% | $85,563-36.5% |
| Participation rate | 94.0% | 77.1%+17.0pp | 78.9%+15.1pp | 66.0%+28.1pp |
| Annual return | 11.33% | 21.79%-10.5pp | 59.47%-48.1pp | 31.51%-20.2pp |
| Employer contribution / active EE | $1,543 | $2,690-42.6% | $4,333-64.4% | $2,654-41.8% |
| Participant deferral / active EE | $3,857 | $4,800-19.6% | $6,158-37.4% | $4,375-11.8% |
| Admin fee / account holder | $155 | $650-76.1% | $14,255-98.9% | $834-81.4% |