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 6-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 |
|---|---|---|
Service code 27 · EIN 13-2624428 PO BOX 7001 · PASADENA, CA 911097001 | Advisory (Plan) | $44,617 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,321 | $82,202-19.3% | $125,339-47.1% | $64,808+2.3% |
| Participation rate | 89.5% | 77.9%+11.6pp | 82.4%+7.1pp | 71.5%+18.0pp |
| Annual return | -16.19% | 3.48%-19.7pp | 572.05%-588.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $9,215 | $3,615+154.9% | $4,814+91.4% | $2,506+267.8% |
| Participant deferral / active EE | $3,450 | $7,175-51.9% | $7,446-53.7% | $4,310-20.0% |
| Admin fee / account holder | $133 | $163-18.5% | $10,010-98.7% | $188-29.2% |