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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,272 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD · JOLIET, IL 60435 | Advisory (Plan) | $27,383 |
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 | $69,928 | $96,484-27.5% | $156,263-55.2% | $74,304-5.9% |
| Participation rate | 97.6% | 67.7%+29.9pp | 78.9%+18.7pp | 60.3%+37.2pp |
| Annual return | 19.52% | 17.73%+1.8pp | 59.47%-39.9pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,894 | $2,528+14.5% | $4,333-33.2% | $2,241+29.1% |
| Participant deferral / active EE | $5,827 | $4,286+35.9% | $6,158-5.4% | $3,767+54.7% |
| Admin fee / account holder | $323 | $3,728-91.3% | $14,255-97.7% | $2,969-89.1% |