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 |
|---|---|---|
Filed as: J.P. MORGAN SECURITIES LLC Service code 15 · EIN 13-4110995 | Recordkeeping | $9,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,737 | $79,694-20.0% | $96,139-33.7% | $79,386-19.7% |
| Participation rate | 40.5% | 54.0%-13.4pp | 68.4%-27.9pp | 70.7%-30.2pp |
| Annual return | 12.42% | 40.84%-28.4pp | 191.94%-179.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $760 | $2,539-70.1% | $4,349-82.5% | $4,046-81.2% |
| Admin fee / account holder | $367 | $630-41.8% | $5,537-93.4% | $626-41.4% |