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 |
|---|---|---|
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DR · HOUSTON, TX 77081 | Accounting | $18,500 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,625 | $84,000-49.3% | $119,609-64.4% | $77,904-45.3% |
| Participation rate | 91.7% | 77.8%+13.9pp | 79.3%+12.4pp | 73.7%+18.0pp |
| Annual return | -15.77% | -11.59%-4.2pp | -14.97%-0.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,099 | $2,907-62.2% | $4,232-74.0% | $2,848-61.4% |
| Participant deferral / active EE | $3,290 | $4,705-30.1% | $5,602-41.3% | $4,806-31.5% |
| Admin fee / account holder | $23 | $116-79.8% | $10,323-99.8% | $133-82.3% |