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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $20,658 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,833 | $55,416-67.8% | $75,972-76.5% | $77,643-77.0% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.1%+26.8pp | 70.6%+25.3pp |
| Annual return | 19.00% | 17.07%+1.9pp | 359.55%-340.5pp | 31.24%-12.2pp |
| Employer contribution / active EE | $399 | $1,788-77.7% | $2,685-85.2% | $2,726-85.4% |
| Participant deferral / active EE | $1,684 | $3,447-51.1% | $4,255-60.4% | $4,647-63.8% |
| Admin fee / account holder | $31 | $414-92.6% | $6,467-99.5% | $430-92.9% |