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 | $1,004 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,895 | $85,135-56.7% | $98,907-62.7% | $73,409-49.7% |
| Participation rate | 93.0% | 81.1%+11.9pp | 76.0%+17.0pp | 72.2%+20.9pp |
| Annual return | 18.67% | 19.14%-0.5pp | 196.43%-177.8pp | 59.29%-40.6pp |
| Employer contribution / active EE | $597 | $2,721-78.1% | $2,689-77.8% | $2,234-73.3% |
| Participant deferral / active EE | $3,578 | $4,349-17.7% | $4,244-15.7% | $3,805-6.0% |
| Admin fee / account holder | $2 | $139-98.6% | $6,642-100.0% | $158-98.8% |