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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 20-1665305 | Advisory (Plan) | $53,890 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN INVESTMENT HOLDINGS LLC Service code 64 · EIN 71-0930745 | Recordkeeping Fees | $5,008 |
PBMARES, LLP2 years Service code 13 · EIN 54-0737372 | Contract Administrator | $3,759 |
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 | $82,251 | $65,061+26.4% | $143,757-42.8% | $66,914+22.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.06% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,290 | $2,361+81.7% | $4,951-13.4% | $2,544+68.6% |
| Participant deferral / active EE | $3,579 | $2,919+22.6% | $5,637-36.5% | $4,237-15.5% |
| Admin fee / account holder | $233 | $502-53.6% | $14,673-98.4% | $593-60.7% |