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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,591 |
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 | $47,190 | $49,451-4.6% | $79,550-40.7% | $66,914-29.5% |
| Participation rate | 58.3% | 61.3%-3.1pp | 69.5%-11.2pp | 69.8%-11.6pp |
| Annual return | -14.99% | 84.25%-99.2pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $592 | $1,266-53.2% | $2,413-75.5% | $2,544-76.7% |
| Participant deferral / active EE | $2,999 | $3,159-5.1% | $3,985-24.8% | $4,237-29.2% |
| Admin fee / account holder | $23 | $595-96.2% | $6,832-99.7% | $593-96.2% |