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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,924 |
NOVOTNY CPA GROUP PLC3+ years Service code 10 800 E ELLIS · NORTON SHORES, MI 49441 | Accounting | $7,840 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $3,293 |
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.)
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 | $58,418 | $84,487-30.9% | $125,339-53.4% | $66,914-12.7% |
| Participation rate | 54.7% | 76.4%-21.7pp | 82.4%-27.7pp | 69.8%-15.1pp |
| Annual return | -19.47% | -8.39%-11.1pp | 572.05%-591.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,799 | $3,553-21.2% | $4,814-41.9% | $2,544+10.0% |
| Participant deferral / active EE | $5,230 | $6,781-22.9% | $7,446-29.8% | $4,237+23.4% |
| Admin fee / account holder | $374 | $685-45.4% | $10,010-96.3% | $593-36.9% |