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 | $33,024 |
EVEREN SECURITIES INC1 year Filed as: EVEREN CAPITAL CORPORATION Service code 99 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Other Fees | $4,211 |
Participant 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 | $9,038 | $95,274-90.5% | $135,903-93.3% | $74,419-87.9% |
| Participation rate | 72.3% | 78.2%-5.9pp | 81.9%-9.6pp | 70.7%+1.6pp |
| Annual return | 42.72% | 32.77%+10.0pp | 68.23%-25.5pp | 34.38%+8.3pp |
| Employer contribution / active EE | $1,901 | $3,874-50.9% | $4,856-60.9% | $2,637-27.9% |
| Participant deferral / active EE | $2,661 | $7,782-65.8% | $7,758-65.7% | $4,528-41.2% |
| Admin fee / account holder | $101 | $266-61.9% | $10,762-99.1% | $348-70.8% |