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 10-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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,958 | $125,758+13.7% | $169,993-15.9% | $75,163+90.2% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.0%-21.4pp | 67.2%-1.6pp |
| Annual return | 14.57% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $5,528 | $4,615+19.8% | $6,785-18.5% | $2,670+107.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5 | $8,173-99.9% | $12,815-100.0% | $5,651-99.9% |