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 |
|---|---|---|
BENSLER, LLC3 years Filed as: BENSLER LLC Service code 27 · EIN 71-1004774 | Advisory (Plan) | $13,375 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $11,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,725 | $113,016-56.0% | $103,476-51.9% | $74,495-33.2% |
| Participation rate | 93.7% | 80.8%+12.9pp | 80.5%+13.2pp | 67.2%+26.5pp |
| Annual return | 12.16% | 23.24%-11.1pp | 23.90%-11.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,872 | $4,881-41.2% | $4,672-38.5% | $2,623+9.5% |
| Participant deferral / active EE | $4,663 | $7,279-35.9% | $6,623-29.6% | $4,346+7.3% |
| Admin fee / account holder | $156 | $1,709-90.9% | $9,413-98.3% | $1,942-92.0% |