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 |
|---|---|---|
Filed as: NA NA Service code 10 · EIN 13-2624428 401 W HIGHWAY 6 · WACO, TX 767020725 | Accounting | $6,000 |
Service code 27 · EIN 13-2624428 24 E COTA ST TSE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,444 |
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,405 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,480 | $88,083-10.9% | $164,813-52.4% | $74,495+5.4% |
| Participation rate | 91.5% | 73.0%+18.4pp | 78.6%+12.8pp | 67.2%+24.3pp |
| Annual return | 9.57% | 17.26%-7.7pp | 69.93%-60.4pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,169 | $2,593-16.4% | $4,341-50.0% | $2,623-17.3% |
| Participant deferral / active EE | $2,007 | $4,498-55.4% | $6,031-66.7% | $4,346-53.8% |
| Admin fee / account holder | $52 | $2,234-97.7% | $12,690-99.6% | $1,942-97.3% |