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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,994 |
NOVOTNY CPA GROUP PLC5+ years Service code 10 800 E ELLIS · NORTON SHORES, MI 49441 | Accounting | $9,000 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $4,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,936 | $101,317-46.8% | $146,958-63.3% | $74,495-27.6% |
| Participation rate | 83.5% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 15.66% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,389 | $3,810-11.1% | $4,933-31.3% | $2,623+29.2% |
| Participant deferral / active EE | $5,831 | $7,303-20.2% | $8,070-27.7% | $4,346+34.2% |
| Admin fee / account holder | $245 | $1,739-85.9% | $12,998-98.1% | $1,942-87.4% |