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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $46,947 |
Filed as: LARRISA M SHAFFER CPA, PA Service code 10 2875 JUPITER PARK DR · JUPITER, FL 33458 | Accounting | $4,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,129 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,583 | $58,290-23.5% | $98,442-54.7% | $86,799-48.6% |
| Participation rate | 72.9% | 68.3%+4.6pp | 73.3%-0.4pp | 72.3%+0.6pp |
| Annual return | 10.82% | 43.48%-32.7pp | 1492.73%-1481.9pp | 97.91%-87.1pp |
| Employer contribution / active EE | $821 | $2,008-59.1% | $2,960-72.2% | $2,405-65.9% |
| Participant deferral / active EE | $2,872 | $3,152-8.9% | $4,276-32.8% | $4,131-30.5% |
| Admin fee / account holder | $190 | $138+38.0% | $5,949-96.8% | $170+12.1% |