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, LLC4 years Filed as: BENSLER LLC Service code 27 · EIN 71-1004774 | Advisory (Plan) | $15,420 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $10,632 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,859 | $142,424-57.3% | $100,534-39.5% | $74,304-18.1% |
| Participation rate | 95.7% | 79.6%+16.2pp | 80.6%+15.1pp | 60.3%+35.4pp |
| Annual return | 15.59% | 27.53%-11.9pp | 32.66%-17.1pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,347 | $5,555-39.7% | $4,346-23.0% | $2,241+49.3% |
| Participant deferral / active EE | $5,454 | $8,247-33.9% | $6,144-11.2% | $3,767+44.8% |
| Admin fee / account holder | $182 | $1,986-90.8% | $7,654-97.6% | $2,969-93.9% |