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 7-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 LLC4 years Filed as: JP MORGAN CHASE Service code 16 270 PARK AVE · NEW YORK, NY 10017 | Consulting | $172,728 |
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $99,363 |
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 | $137,012 | $145,877-6.1% | $150,045-8.7% | $102,872+33.2% |
| Participation rate | 66.4% | 79.8%-13.5pp | 82.3%-16.0pp | 73.0%-6.7pp |
| Annual return | 17.11% | 21.37%-4.3pp | 62.55%-45.4pp | 19.06%-2.0pp |
| Employer contribution / active EE | $580 | $4,710-87.7% | $4,693-87.6% | $3,526-83.5% |
| Participant deferral / active EE | $7,706 | $9,491-18.8% | $7,997-3.6% | $5,535+39.2% |
| Admin fee / account holder | $155 | $176-12.0% | $13,435-98.8% | $292-47.0% |