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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,493 | $55,416+56.1% | $75,972+13.8% | $77,643+11.4% |
| Participation rate | 58.2% | 63.6%-5.3pp | 69.1%-10.8pp | 70.6%-12.3pp |
| Annual return | 29.54% | 17.07%+12.5pp | 359.55%-330.0pp | 31.24%-1.7pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,760 | $3,447+9.1% | $4,255-11.6% | $4,647-19.1% |
| Admin fee / account holder | $4 | $414-99.1% | $6,467-99.9% | $430-99.2% |