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 | $32,872 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,918 | $56,467-25.8% | $95,585-56.1% | $102,872-59.3% |
| Participation rate | 46.3% | 62.1%-15.8pp | 72.1%-25.8pp | 73.0%-26.7pp |
| Annual return | 17.34% | 17.94%-0.6pp | 38.56%-21.2pp | 19.06%-1.7pp |
| Employer contribution / active EE | $502 | $1,216-58.7% | $2,527-80.1% | $3,526-85.8% |
| Participant deferral / active EE | $1,908 | $3,007-36.5% | $4,023-52.6% | $5,535-65.5% |
| Admin fee / account holder | $49 | $112-56.7% | $6,127-99.2% | $292-83.4% |