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 LLC3 years Filed as: PHD CONSULTING LLC DBA PHD RETIREME Service code 27 7500 COLLEGE BLVD. · OVERLAND PARK, KS 66213 | Advisory (Plan) | $29,826 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,642 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,907 | $93,182+90.9% | $146,665+21.3% | $79,386+124.1% |
| Participation rate | 93.9% | 76.4%+17.5pp | 80.1%+13.8pp | 70.7%+23.2pp |
| Annual return | 13.06% | 21.61%-8.6pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $5,143 | $2,420+112.6% | $4,136+24.3% | $2,427+111.9% |
| Participant deferral / active EE | $9,772 | $4,169+134.4% | $5,506+77.5% | $4,046+141.5% |
| Admin fee / account holder | $255 | $585-56.4% | $10,280-97.5% | $626-59.3% |