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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $49,712 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $38,371 |
PRICEKUBECKA PLLC5 years Service code 10 16775 ADDISON RD · ADDISON, TX 75001 | Accounting | $5,555 |
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 | $93,126 | $87,870+6.0% | $113,168-17.7% | $74,304+25.3% |
| Participation rate | 98.4% | 70.7%+27.7pp | 76.6%+21.9pp | 60.3%+38.1pp |
| Annual return | 15.78% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,988 | $2,277+75.1% | $2,975+34.0% | $2,241+77.9% |
| Participant deferral / active EE | $6,956 | $4,241+64.0% | $5,107+36.2% | $3,767+84.6% |
| Admin fee / account holder | $395 | $3,368-88.3% | $12,068-96.7% | $2,969-86.7% |