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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $29,252 |
ARMANINO LLP2 years Filed as: ARMANINO MCKENNA LLP Service code 10 12657 ALCOSTA BLVD · SAN RAMON, CA 94583 | Accounting | $22,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,230 |
Service code 99 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 55402 | Other Fees | $3,976 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,590 | $39,038-3.7% | $98,755-61.9% | $86,799-56.7% |
| Participation rate | 87.0% | 68.2%+18.8pp | 65.7%+21.2pp | 72.3%+14.7pp |
| Annual return | 15.93% | 25.86%-9.9pp | 49.91%-34.0pp | 97.91%-82.0pp |
| Employer contribution / active EE | $1,115 | $1,231-9.4% | $2,067-46.1% | $2,405-53.6% |
| Participant deferral / active EE | $3,521 | $2,581+36.4% | $3,035+16.0% | $4,131-14.8% |
| Admin fee / account holder | $122 | $126-3.1% | $4,076-97.0% | $170-28.1% |