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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,064 | $81,908-56.0% | $90,749-60.3% | $64,808-44.4% |
| Participation rate | 94.2% | 80.5%+13.7pp | 75.7%+18.5pp | 71.5%+22.7pp |
| Annual return | -12.98% | -12.53%-0.4pp | -12.16%-0.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,449 | $3,065-52.7% | $2,921-50.4% | $2,506-42.2% |
| Participant deferral / active EE | $4,648 | $4,840-4.0% | $4,564+1.8% | $4,310+7.8% |
| Admin fee / account holder | $8 | $157-95.2% | $8,445-99.9% | $188-96.0% |