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 LLC6+ years Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $11,510 |
BENSLER, LLC2 years Filed as: BENSLER LLC Service code 27 · EIN 71-1004774 | Advisory (Plan) | $10,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,354 | $101,955-59.4% | $112,887-63.4% | $71,457-42.1% |
| Participation rate | 94.0% | 82.1%+11.9pp | 80.5%+13.5pp | 67.9%+26.0pp |
| Annual return | 17.53% | 28.92%-11.4pp | 34.10%-16.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,791 | $4,743-41.2% | $4,563-38.8% | $2,588+7.9% |
| Participant deferral / active EE | $4,176 | $6,771-38.3% | $6,513-35.9% | $4,289-2.6% |
| Admin fee / account holder | $137 | $1,395-90.2% | $7,047-98.1% | $1,587-91.4% |