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 FIRM5+ years Filed as: JENKINS, MAGNUS,VOLK & CARROLL PC Service code 10 42714 WOODWARD AVE. · BLOOMFIELD HILLS, MI 48304 | Accounting | $14,800 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,160 |
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 | $68,895 | $78,422-12.1% | $95,952-28.2% | $79,858-13.7% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 10.25% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,555 | $1,945+82.8% | $2,541+39.9% | $2,471+43.9% |
| Participant deferral / active EE | $6,440 | $3,440+87.2% | $4,167+54.5% | $3,740+72.2% |
| Admin fee / account holder | $159 | $5,622-97.2% | $6,795-97.7% | $5,306-97.0% |