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 | $44,354 |
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 13-2624428 | Accounting | $15,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,514 | $102,317+16.8% | $146,958-18.7% | $80,856+47.8% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,521 | $3,713-59.0% | $4,933-69.2% | $2,755-44.8% |
| Participant deferral / active EE | $11,275 | $6,644+69.7% | $8,070+39.7% | $4,296+162.5% |
| Admin fee / account holder | $405 | $7,941-94.9% | $12,998-96.9% | $6,918-94.1% |