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 |
|---|---|---|
PHD CONSULTING LLC2 years Filed as: PHD CONSULTING LLC DBA PHD RETIREME Service code 27 7500 COLLEGE BLVD · OVERLAND PARK, KS 66213 | Advisory (Plan) | $30,188 |
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T BOURGEIS LLP Service code 10 2322 TREMONT DR · BATON ROUGE, LA 70809 | Accounting | $9,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $157,448 | $81,474+93.2% | $133,956+17.5% | $73,488+114.2% |
| Participation rate | 96.1% | 76.4%+19.7pp | 79.8%+16.3pp | 70.7%+25.4pp |
| Annual return | 19.63% | 19.40%+0.2pp | 45.09%-25.5pp | 28.51%-8.9pp |
| Employer contribution / active EE | $4,285 | $2,209+94.0% | $3,919+9.4% | $2,270+88.8% |
| Participant deferral / active EE | $9,486 | $3,786+150.5% | $5,048+87.9% | $3,740+153.7% |
| Admin fee / account holder | $294 | $713-58.8% | $8,927-96.7% | $513-42.8% |