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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,615 |
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 | $76,058 | $78,485-3.1% | $106,213-28.4% | $74,495+2.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 13.07% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,462 | $2,523-42.0% | $3,171-53.9% | $2,623-44.3% |
| Participant deferral / active EE | $4,516 | $4,322+4.5% | $5,016-10.0% | $4,346+3.9% |
| Admin fee / account holder | $135 | $2,232-94.0% | $11,033-98.8% | $1,942-93.1% |