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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $630 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,439 | $39,245+31.1% | $64,105-19.8% | $52,331-1.7% |
| Participation rate | 97.6% | 58.2%+39.3pp | 68.2%+29.4pp | 68.1%+29.5pp |
| Annual return | -0.48% | 14.79%-15.3pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,633 | $736+121.8% | $1,820-10.3% | $1,882-13.2% |
| Participant deferral / active EE | $3,895 | $1,992+95.6% | $2,822+38.1% | $3,022+28.9% |
| Admin fee / account holder | $2 | $592-99.7% | $4,499-100.0% | $592-99.7% |