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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,045 |
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 | $24,201 | $44,764-45.9% | $68,791-64.8% | $64,808-62.7% |
| Participation rate | 93.3% | 64.8%+28.5pp | 69.0%+24.3pp | 71.5%+21.8pp |
| Annual return | -17.27% | -10.91%-6.4pp | -6.38%-10.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $574 | $1,775-67.7% | $2,655-78.4% | $2,506-77.1% |
| Participant deferral / active EE | $1,926 | $3,238-40.5% | $3,941-51.1% | $4,310-55.3% |
| Admin fee / account holder | $51 | $151-66.2% | $4,932-99.0% | $188-72.8% |