See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,352 |
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 | $29,874 | $72,607-58.9% | $90,749-67.1% | $66,914-55.4% |
| Participation rate | 87.5% | 73.7%+13.8pp | 75.7%+11.8pp | 69.8%+17.7pp |
| Annual return | -17.24% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $706 | $2,369-70.2% | $2,921-75.8% | $2,544-72.2% |
| Participant deferral / active EE | $3,910 | $3,977-1.7% | $4,564-14.3% | $4,237-7.7% |
| Admin fee / account holder | $137 | $707-80.6% | $8,445-98.4% | $593-76.9% |