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 5-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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,481 |
NOVOTNY CPA GROUP PLC2+ years Service code 10 800 E ELLIS · NORTON SHORES, MI 49441 | Accounting | $10,750 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $3,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,939 | $105,181-33.5% | $159,436-56.1% | $85,850-18.5% |
| Participation rate | 55.7% | 75.8%-20.1pp | 82.8%-27.2pp | 69.3%-13.6pp |
| Annual return | 15.89% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,662 | $3,318-19.8% | $4,829-44.9% | $2,565+3.8% |
| Participant deferral / active EE | $5,000 | $5,945-15.9% | $7,352-32.0% | $3,952+26.5% |
| Admin fee / account holder | $424 | $6,933-93.9% | $10,799-96.1% | $6,260-93.2% |