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 7-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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,957 | $81,908-61.0% | $90,749-64.8% | $64,808-50.7% |
| Participation rate | 54.7% | 80.5%-25.8pp | 75.7%-21.0pp | 71.5%-16.8pp |
| Annual return | -10.71% | -12.53%+1.8pp | -12.16%+1.5pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,316 | $3,065-57.1% | $2,921-55.0% | $2,506-47.5% |
| Participant deferral / active EE | $3,308 | $4,840-31.7% | $4,564-27.5% | $4,310-23.2% |
| Admin fee / account holder | $45 | $157-71.6% | $8,445-99.5% | $188-76.2% |