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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,514 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $22,566 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,462 | $86,655-42.9% | $119,609-58.6% | $66,914-26.1% |
| Participation rate | 97.1% | 75.6%+21.5pp | 79.3%+17.8pp | 69.8%+27.3pp |
| Annual return | -18.27% | -8.00%-10.3pp | -14.97%-3.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,807 | $2,536+10.7% | $4,232-33.7% | $2,544+10.3% |
| Participant deferral / active EE | $5,611 | $4,358+28.8% | $5,602+0.2% | $4,237+32.4% |
| Admin fee / account holder | $349 | $755-53.7% | $10,323-96.6% | $593-41.1% |