See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,257 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,354 |
SMITH & HOWARD, PC3 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,534 | $72,254-32.8% | $86,677-44.0% | $64,808-25.1% |
| Participation rate | 96.6% | 80.4%+16.1pp | 76.6%+20.0pp | 71.5%+25.1pp |
| Annual return | -14.67% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,047 | $2,393-56.3% | $2,836-63.1% | $2,506-58.2% |
| Participant deferral / active EE | $3,563 | $4,658-23.5% | $4,656-23.5% | $4,310-17.3% |
| Admin fee / account holder | $70 | $174-59.9% | $7,493-99.1% | $188-62.8% |