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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,151 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 33 · EIN 94-3106735 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,295 | $53,516+154.7% | $126,539+7.7% | $84,808+60.7% |
| Participation rate | 81.5% | 58.2%+23.3pp | 69.8%+11.7pp | 68.3%+13.2pp |
| Annual return | 15.13% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,575 | $1,535+2.6% | $3,674-57.1% | $2,631-40.1% |
| Participant deferral / active EE | $9,935 | $2,671+272.0% | $4,083+143.4% | $4,212+135.9% |
| Admin fee / account holder | $73 | $4,497-98.4% | $6,065-98.8% | $7,344-99.0% |