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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,565 | $37,044+41.9% | $71,796-26.8% | $57,658-8.8% |
| Participation rate | 99.2% | 61.1%+38.1pp | 69.1%+30.1pp | 70.2%+29.0pp |
| Annual return | 8.47% | 12.64%-4.2pp | 78.04%-69.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,721 | $720+138.9% | $1,924-10.6% | $1,974-12.8% |
| Participant deferral / active EE | $3,778 | $1,974+91.4% | $2,794+35.2% | $3,061+23.4% |
| Admin fee / account holder | $1 | $101-98.9% | $4,815-100.0% | $95-98.8% |