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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,919 | $53,925-50.1% | $75,670-64.4% | $69,631-61.3% |
| Participation rate | 68.7% | 71.2%-2.5pp | 72.3%-3.6pp | 70.7%-2.0pp |
| Annual return | 17.77% | 17.84%-0.1pp | 27.34%-9.6pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $998 | $1,802-44.6% | $2,352-57.5% | $2,032-50.9% |
| Participant deferral / active EE | $2,488 | $2,569-3.2% | $3,142-20.8% | $3,224-22.8% |
| Admin fee / account holder | $56 | $97-42.0% | $5,800-99.0% | $110-49.0% |