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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,006 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,808 | $85,135-69.7% | $98,907-73.9% | $73,409-64.8% |
| Participation rate | 57.2% | 81.1%-23.9pp | 76.0%-18.8pp | 72.2%-14.9pp |
| Annual return | 32.58% | 19.14%+13.4pp | 196.43%-163.8pp | 59.29%-26.7pp |
| Employer contribution / active EE | $1,146 | $2,721-57.9% | $2,689-57.4% | $2,234-48.7% |
| Participant deferral / active EE | $2,790 | $4,349-35.9% | $4,244-34.3% | $3,805-26.7% |
| Admin fee / account holder | $38 | $139-72.8% | $6,642-99.4% | $158-76.0% |