Filed April 13, 2026 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $32,255 |
Filed as: J.P. MORGAN SECURITIES, LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Direct pa... | $10,683 |
Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $0 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,464 | $80,211+15.3% | $74,183+24.6% | $63,975+44.5% |
| Participation rate | 96.7% | 84.2%+12.5pp | 76.6%+20.1pp | 71.1%+25.5pp |
| Annual return | 7.45% | 14.13%-6.7pp | 17.74%-10.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,831 | $2,553-28.3% | $2,370-22.7% | $2,182-16.1% |
| Participant deferral / active EE | $7,158 | $4,370+63.8% | $3,550+101.6% | $3,356+113.3% |
| Admin fee / account holder | $8 | $67-88.8% | $5,586-99.9% | $70-89.3% |