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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,715 |
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 | $52,141 | $71,142-26.7% | $119,609-56.4% | $64,808-19.5% |
| Participation rate | 95.6% | 78.6%+16.9pp | 79.3%+16.3pp | 71.5%+24.1pp |
| Annual return | 3.85% | -10.01%+13.9pp | -14.97%+18.8pp | 32.82%-29.0pp |
| Employer contribution / active EE | $3,100 | $2,497+24.1% | $4,232-26.7% | $2,506+23.7% |
| Participant deferral / active EE | $5,349 | $4,490+19.1% | $5,602-4.5% | $4,310+24.1% |
| Admin fee / account holder | $3 | $162-98.1% | $10,323-100.0% | $188-98.3% |