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 7-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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,589 | $65,223-74.6% | $80,019-79.3% | $55,725-70.2% |
| Participation rate | 50.0% | 80.6%-30.6pp | 75.8%-25.8pp | 70.9%-20.9pp |
| Annual return | 0.00% | 7.59%-7.6pp | 11.22%-11.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $654 | $2,544-74.3% | $2,468-73.5% | $2,078-68.6% |
| Participant deferral / active EE | $2,095 | $3,881-46.0% | $3,686-43.2% | $3,356-37.6% |
| Admin fee / account holder | $35 | $114-69.4% | $6,521-99.5% | $115-69.7% |