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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,252 |
NOVOTNY CPA GROUP PLC4+ years Service code 10 800 E ELLIS · NORTON SHORES, MI 49441 | Accounting | $8,400 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,734 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,760 | $91,407-44.5% | $135,903-62.6% | $71,457-29.0% |
| Participation rate | 71.7% | 75.7%-4.0pp | 81.9%-10.3pp | 67.9%+3.7pp |
| Annual return | 20.10% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,802 | $3,703-24.3% | $4,856-42.3% | $2,588+8.3% |
| Participant deferral / active EE | $5,076 | $7,092-28.4% | $7,758-34.6% | $4,289+18.3% |
| Admin fee / account holder | $249 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |