See peer percentile detail. $4.99 for your first month.
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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 | $750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $48 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $64,535 | $56,629+14.0% | $77,999-17.3% | $55,167+17.0% |
| Participation rate | 83.5% | 73.3%+10.2pp | 75.5%+7.9pp | 69.0%+14.5pp |
| Annual return | 7.12% | 2866.98%-2859.9pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,918 | $1,723+11.3% | $2,470-22.4% | $1,963-2.3% |
| Participant deferral / active EE | $6,038 | $2,777+117.4% | $3,497+72.7% | $3,054+97.7% |
| Admin fee / account holder | $5 | $467-98.9% | $5,480-99.9% | $504-99.0% |