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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: PATITILLO BROWN & HILL LLP Service code 10 401 W HWY 6 · WACO, TX 767020725 | Accounting | $5,750 |
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,798 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,176 | $82,978-11.8% | $129,995-43.7% | $71,457+2.4% |
| Participation rate | 85.5% | 74.1%+11.5pp | 78.5%+7.1pp | 67.9%+17.6pp |
| Annual return | 12.04% | 20.60%-8.6pp | -137.18%+149.2pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,758 | $2,622-32.9% | $4,320-59.3% | $2,588-32.1% |
| Participant deferral / active EE | $2,904 | $4,432-34.5% | $5,820-50.1% | $4,289-32.3% |
| Admin fee / account holder | $45 | $1,729-97.4% | $10,614-99.6% | $1,587-97.2% |