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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $83,085 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $24,239 |
OSAIC WEALTH INC2 years Service code 26 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT · JERSEY CITY, NJ 07302 | Advisory (Participants) | $21,230 |
NATIONWIDE10+ years Service code 21 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $1,505 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $1,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,371 | $138,347-13.7% | $184,203-35.2% | $80,856+47.6% |
| Participation rate | 78.1% | 83.9%-5.7pp | 86.8%-8.7pp | 67.6%+10.5pp |
| Annual return | 13.81% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,640 | $4,850-25.0% | $6,427-43.4% | $2,755+32.1% |
| Participant deferral / active EE | $4,738 | $7,071-33.0% | $9,131-48.1% | $4,296+10.3% |
| Admin fee / account holder | $846 | $10,483-91.9% | $13,901-93.9% | $6,918-87.8% |