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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,466 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $37,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,066 | $104,475+82.9% | $159,436+19.8% | $79,386+140.7% |
| Participation rate | 95.3% | 76.6%+18.7pp | 82.8%+12.4pp | 70.7%+24.6pp |
| Annual return | 27.20% | 67.95%-40.7pp | 263.57%-236.4pp | 116.85%-89.6pp |
| Employer contribution / active EE | $4,831 | $3,417+41.4% | $4,8290% | $2,427+99.0% |
| Participant deferral / active EE | $9,004 | $6,467+39.2% | $7,352+22.5% | $4,046+122.6% |
| Admin fee / account holder | $622 | $711-12.5% | $10,799-94.2% | $626-0.6% |