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) | $60,464 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN INVESTMENT HOLDINGS LLC Service code 64 · EIN 71-0930745 | Recordkeeping Fees | $5,669 |
PBMARES, LLP4 years Service code 13 · EIN 54-0737372 | Contract Administrator | $3,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,107 | $55,415+78.8% | $155,509-36.3% | $74,495+33.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.29% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,190 | $2,267+84.8% | $4,672-10.3% | $2,623+59.7% |
| Participant deferral / active EE | $3,678 | $2,836+29.7% | $5,626-34.6% | $4,346-15.4% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |