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 | Advisory (Plan) | $53,425 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,039 | $101,317-1.3% | $146,958-31.9% | $74,495+34.3% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 12.14% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $7,709 | $3,810+102.3% | $4,933+56.3% | $2,623+193.9% |
| Participant deferral / active EE | $3,999 | $7,303-45.2% | $8,070-50.4% | $4,346-8.0% |
| Admin fee / account holder | $165 | $1,739-90.5% | $12,998-98.7% | $1,942-91.5% |