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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 13-2624428 | Advisory (Plan) | $33,949 |
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $33,311 |
AMERICAN PORTFOLIOS FINANCIAL11+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 99 · EIN 13-2624428 | Other Fees | $10,523 |
CARON & BLETZER, PLLC4 years Service code 27 · EIN 13-2624428 | Advisory (Plan) | $4,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,696 | $61,058-30.1% | $71,209-40.0% | $85,563-50.1% |
| Participation rate | 76.6% | 58.6%+18.1pp | 73.8%+2.9pp | 66.0%+10.7pp |
| Annual return | 15.73% | 100.41%-84.7pp | 282.51%-266.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $1,188 | $2,199-46.0% | $2,721-56.4% | $2,654-55.2% |
| Participant deferral / active EE | $3,520 | $3,173+10.9% | $4,175-15.7% | $4,375-19.5% |
| Admin fee / account holder | $280 | $855-67.2% | $5,349-94.8% | $834-66.4% |