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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,561 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,287 | $65,908+11.2% | $81,812-10.4% | $77,643-5.6% |
| Participation rate | 95.2% | 65.8%+29.5pp | 72.3%+22.9pp | 70.6%+24.7pp |
| Annual return | 12.18% | 26.64%-14.5pp | 773.79%-761.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,911 | $2,370-19.4% | $2,912-34.4% | $2,726-29.9% |
| Participant deferral / active EE | $5,056 | $3,505+44.2% | $4,319+17.1% | $4,647+8.8% |
| Admin fee / account holder | $5 | $526-99.1% | $7,386-99.9% | $430-98.9% |