See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $84,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,377 | $66,528-43.8% | $86,874-57.0% | $86,799-56.9% |
| Participation rate | 97.8% | 72.4%+25.4pp | 71.6%+26.1pp | 72.3%+25.5pp |
| Annual return | 12.89% | 19.56%-6.7pp | 63.52%-50.6pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,734 | $2,007-13.6% | $2,495-30.5% | $2,405-27.9% |
| Participant deferral / active EE | $4,722 | $3,240+45.7% | $3,699+27.6% | $4,131+14.3% |
| Admin fee / account holder | $153 | $148+3.2% | $5,828-97.4% | $170-9.8% |