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 5-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,464 |
Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $50,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,406 | $55,415+48.7% | $155,509-47.0% | $74,495+10.6% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 13.56% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,461 | $2,267+96.8% | $4,672-4.5% | $2,623+70.1% |
| Participant deferral / active EE | $10,874 | $2,836+283.4% | $5,626+93.3% | $4,346+150.2% |
| Admin fee / account holder | $538 | $1,738-69.0% | $15,912-96.6% | $1,942-72.3% |