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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,928 | $59,417+7.6% | $93,606-31.7% | $74,495-14.2% |
| Participation rate | 59.3% | 59.7%-0.4pp | 68.7%-9.4pp | 67.2%-7.9pp |
| Annual return | 14.35% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,431 | $1,264+13.3% | $2,420-40.9% | $2,623-45.4% |
| Participant deferral / active EE | $3,331 | $3,050+9.2% | $4,411-24.5% | $4,346-23.3% |
| Admin fee / account holder | $25 | $3,021-99.2% | $8,285-99.7% | $1,942-98.7% |