See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,415 | $78,485+145.2% | $106,213+81.2% | $74,495+158.3% |
| Participation rate | 69.2% | 72.8%-3.6pp | 75.3%-6.0pp | 67.2%+2.0pp |
| Annual return | 21.49% | 15.95%+5.5pp | 116.14%-94.6pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $1,049 | $2,523-58.4% | $3,171-66.9% | $2,623-60.0% |
| Participant deferral / active EE | $4,288 | $4,322-0.8% | $5,016-14.5% | $4,346-1.3% |
| Admin fee / account holder | $2 | $2,232-99.9% | $11,033-100.0% | $1,942-99.9% |