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 |
|---|---|---|
Filed as: JP MORGAN Service code 15 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping | $300 |
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 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 | $20,306 | $37,393-45.7% | $77,024-73.6% | $66,914-69.7% |
| Participation rate | 4.1% | 52.9%-48.8pp | 67.9%-63.8pp | 69.8%-65.7pp |
| Annual return | 1431.71% | -3.29%+1435.0pp | 42.32%+1389.4pp | 1.58%+1430.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $226 | $2,617-91.4% | $4,426-94.9% | $4,237-94.7% |
| Admin fee / account holder | $50 | $567-91.2% | $5,425-99.1% | $593-91.6% |