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 LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $48,096 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $34,288 |
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 | $77,372 | $79,171-2.3% | $102,423-24.5% | $74,495+3.9% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 12.26% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,798 | $2,362+60.8% | $3,023+25.6% | $2,623+44.8% |
| Participant deferral / active EE | $6,760 | $4,415+53.1% | $5,053+33.8% | $4,346+55.6% |
| Admin fee / account holder | $353 | $2,001-82.4% | $9,451-96.3% | $1,942-81.8% |