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 6-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 LLC3 years Filed as: JP MORGAN CHASE Service code 16 270 PARK AVE · NEW YORK, NY 10017 | Consulting | $171,324 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $98,474 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,852 | $122,259-5.2% | $147,005-21.2% | $199,768-42.0% |
| Participation rate | 83.5% | 78.3%+5.2pp | 82.2%+1.3pp | 72.0%+11.4pp |
| Annual return | 14.79% | 30.58%-15.8pp | 418.76%-404.0pp | 34.26%-19.5pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $9,151 | $8,504+7.6% | $8,070+13.4% | $5,090+79.8% |
| Admin fee / account holder | $151 | $179-15.8% | $13,006-98.8% | $269-44.0% |