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 LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $27,806 |
Service code 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $11,846 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,539 | $88,083-32.4% | $164,813-63.9% | $74,495-20.1% |
| Participation rate | 96.9% | 73.0%+23.9pp | 78.6%+18.3pp | 67.2%+29.7pp |
| Annual return | 15.03% | 17.26%-2.2pp | 69.93%-54.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,753 | $2,593+6.2% | $4,341-36.6% | $2,623+4.9% |
| Participant deferral / active EE | $5,196 | $4,498+15.5% | $6,031-13.9% | $4,346+19.6% |
| Admin fee / account holder | $283 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |