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 |
|---|---|---|
JENKINS LAW FIRM4+ years Filed as: JENKINS, MAGNUS,VOLK & CARROLL PC Service code 10 42714 WOODWARD AVE · BLOOMFIELD HILLS, MI 48304 | Accounting | $14,800 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,661 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,545 | $103,376-65.6% | $87,100-59.2% | $152,861-76.7% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 19.28% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $8,534 | $3,220+165.0% | $2,521+238.5% | $4,762+79.2% |
| Participant deferral / active EE | $11,775 | $4,778+146.5% | $4,049+190.8% | $5,850+101.3% |
| Admin fee / account holder | $77 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |