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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $32,655 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $435 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,128 | $47,922+54.7% | $75,886-2.3% | $65,185+13.7% |
| Participation rate | 70.3% | 63.0%+7.3pp | 69.3%+1.0pp | 70.2%+0.1pp |
| Annual return | 16.27% | 24.12%-7.8pp | 30.76%-14.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $1,751 | $1,557+12.4% | $2,500-30.0% | $2,177-19.6% |
| Participant deferral / active EE | $3,026 | $2,550+18.7% | $3,603-16.0% | $3,514-13.9% |
| Admin fee / account holder | $269 | $532-49.4% | $5,418-95.0% | $847-68.2% |