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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,071 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $11,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,828 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,721 | $73,638-10.8% | $95,952-31.5% | $73,488-10.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.85% | 16.78%-3.9pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,091 | $1,863-41.4% | $2,541-57.0% | $2,270-51.9% |
| Participant deferral / active EE | $3,227 | $3,617-10.8% | $4,167-22.6% | $3,740-13.7% |
| Admin fee / account holder | $61 | $482-87.4% | $6,795-99.1% | $513-88.2% |