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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,289 |
Filed as: JP MORGAN CHASE Service code 10 PO BOX 29779 · NEW YORK, NY 100879779 | Accounting | $22,223 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,921 | $45,035+115.2% | $62,995+53.9% | $70,131+38.2% |
| Participation rate | 93.2% | 69.5%+23.7pp | 74.8%+18.4pp | 69.5%+23.6pp |
| Annual return | 12.98% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $10,157 | $2,051+395.2% | $2,759+268.2% | $2,342+333.6% |
| Participant deferral / active EE | $2,938 | $2,465+19.2% | $3,329-11.7% | $3,332-11.8% |
| Admin fee / account holder | $127 | $2,834-95.5% | $3,600-96.5% | $4,645-97.3% |