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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,158 |
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 | $19,881 | $49,693-60.0% | $70,515-71.8% | $74,419-73.3% |
| Participation rate | 76.7% | 64.7%+12.0pp | 68.3%+8.3pp | 70.7%+5.9pp |
| Annual return | 18.82% | 21.22%-2.4pp | 32.77%-14.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $417 | $1,773-76.5% | $2,973-86.0% | $2,637-84.2% |
| Participant deferral / active EE | $1,511 | $3,376-55.2% | $4,567-66.9% | $4,528-66.6% |
| Admin fee / account holder | $32 | $316-89.9% | $6,412-99.5% | $348-90.9% |