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) | $52,048 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN INVESTMENT HOLDINGS LLC Service code 64 · EIN 71-0930745 | Recordkeeping Fees | $5,026 |
PBMARES, LLP3 years Service code 13 · EIN 54-0737372 | Contract Administrator | $3,962 |
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 | $93,627 | $61,272+52.8% | $149,673-37.4% | $71,457+31.0% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 15.24% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,279 | $2,378+79.9% | $4,818-11.2% | $2,588+65.4% |
| Participant deferral / active EE | $3,657 | $2,917+25.4% | $5,680-35.6% | $4,289-14.7% |
| Admin fee / account holder | $230 | $1,261-81.7% | $13,210-98.3% | $1,587-85.5% |