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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,640 | $54,701-0.1% | $86,188-36.6% | $71,457-23.5% |
| Participation rate | 55.6% | 60.1%-4.6pp | 69.0%-13.4pp | 67.9%-12.4pp |
| Annual return | 21.14% | 20.06%+1.1pp | 1168.45%-1147.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $867 | $1,265-31.5% | $2,380-63.6% | $2,588-66.5% |
| Participant deferral / active EE | $2,899 | $3,108-6.7% | $3,985-27.3% | $4,289-32.4% |
| Admin fee / account holder | $22 | $1,922-98.9% | $6,852-99.7% | $1,587-98.6% |