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 8-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 Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $10,980 |
FINANCIAL ADVOCATES1 year Service code 27 · EIN 27-0435466 | Advisory (Plan) | $5,840 |
BENSLER, LLC1 year Filed as: BENSLER LLC Service code 27 · EIN 71-1004774 | Advisory (Plan) | $1,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,377 | $99,016-66.3% | $93,789-64.4% | $66,914-50.1% |
| Participation rate | 91.8% | 82.1%+9.7pp | 81.0%+10.9pp | 69.8%+22.0pp |
| Annual return | -15.18% | -14.59%-0.6pp | -11.33%-3.9pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,767 | $4,769-42.0% | $4,323-36.0% | $2,544+8.8% |
| Participant deferral / active EE | $4,085 | $6,689-38.9% | $6,094-33.0% | $4,237-3.6% |
| Admin fee / account holder | $115 | $477-75.8% | $7,195-98.4% | $593-80.6% |