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) | $45,205 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $865 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,321 | $95,274-14.6% | $135,903-40.2% | $74,419+9.3% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 17.35% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $6,860 | $3,874+77.1% | $4,856+41.3% | $2,637+160.1% |
| Participant deferral / active EE | $3,698 | $7,782-52.5% | $7,758-52.3% | $4,528-18.3% |
| Admin fee / account holder | $131 | $266-50.7% | $10,762-98.8% | $348-62.3% |