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 |
|---|---|---|
COPENHAGEN IMPORTS INC1 year Service code 99 3660 E FT LOWELL RD · TUCSON, AZ 85716 | Other Fees | $19,080 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,744 | $59,417+81.3% | $93,606+15.1% | $74,495+44.6% |
| Participation rate | 91.6% | 59.7%+31.9pp | 68.7%+22.8pp | 67.2%+24.4pp |
| Annual return | 8.06% | 81.83%-73.8pp | 133.20%-125.1pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $211 | $1,264-83.3% | $2,420-91.3% | $2,623-92.0% |
| Participant deferral / active EE | $3,765 | $3,050+23.5% | $4,411-14.6% | $4,346-13.4% |
| Admin fee / account holder | $111 | $3,021-96.3% | $8,285-98.7% | $1,942-94.3% |