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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,468 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $60,312 | $74,498-19.0% | $94,224-36.0% | $59,188+1.9% |
| Participation rate | 48.5% | 76.8%-28.3pp | 78.8%-30.3pp | 69.4%-21.0pp |
| Annual return | -1.53% | 2.76%-4.3pp | 10.68%-12.2pp | 5.51%-7.0pp |
| Employer contribution / active EE | $843 | $2,077-59.4% | $3,587-76.5% | $2,098-59.8% |
| Participant deferral / active EE | $1,772 | $3,433-48.4% | $4,320-59.0% | $3,265-45.7% |
| Admin fee / account holder | $2 | $103-97.9% | $6,269-100.0% | $92-97.7% |