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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,398 | $89,436+57.0% | $164,813-14.8% | $77,643+80.8% |
| Participation rate | 80.4% | 78.6%+1.8pp | 78.6%+1.8pp | 70.6%+9.8pp |
| Annual return | 12.34% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $5,109 | $2,569+98.9% | $4,341+17.7% | $2,726+87.4% |
| Participant deferral / active EE | $3,111 | $4,897-36.5% | $6,031-48.4% | $4,647-33.1% |
| Admin fee / account holder | $9 | $339-97.4% | $12,690-99.9% | $430-97.9% |