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 | $29,125 |
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $21,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,454 | $50,815-24.3% | $155,509-75.3% | $77,643-50.5% |
| Participation rate | 55.1% | 63.1%-8.0pp | 78.2%-23.1pp | 70.6%-15.5pp |
| Annual return | 15.00% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,734 | $1,993-13.0% | $4,672-62.9% | $2,726-36.4% |
| Participant deferral / active EE | $3,064 | $2,822+8.6% | $5,626-45.5% | $4,647-34.1% |
| Admin fee / account holder | $193 | $437-55.9% | $15,912-98.8% | $430-55.2% |