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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,868 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,155 | $43,999+54.9% | $79,464-14.2% | $55,725+22.3% |
| Participation rate | 91.1% | 66.9%+24.1pp | 73.3%+17.7pp | 70.9%+20.2pp |
| Annual return | -6.55% | 1.81%-8.4pp | 718.14%-724.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $926 | $1,830-49.4% | $2,800-66.9% | $2,078-55.4% |
| Participant deferral / active EE | $4,734 | $2,538+86.5% | $3,704+27.8% | $3,356+41.1% |
| Admin fee / account holder | $6 | $118-94.8% | $5,113-99.9% | $115-94.7% |