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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,686 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $6,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $105,809 | $89,436+18.3% | $164,813-35.8% | $77,643+36.3% |
| Participation rate | 61.5% | 78.6%-17.2pp | 78.6%-17.1pp | 70.6%-9.1pp |
| Annual return | 14.45% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $543 | $2,569-78.9% | $4,341-87.5% | $2,726-80.1% |
| Participant deferral / active EE | $3,435 | $4,897-29.9% | $6,031-43.1% | $4,647-26.1% |
| Admin fee / account holder | $56 | $339-83.4% | $12,690-99.6% | $430-86.9% |