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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.
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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 | $3,852 |
Employer contribution per participant 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 | $93,325 | $82,274+13.4% | $152,466-38.8% | $79,386+17.6% |
| Participation rate | 83.8% | 76.4%+7.4pp | 78.2%+5.6pp | 70.7%+13.1pp |
| Annual return | 16.36% | 7959.84%-7943.5pp | 757.33%-741.0pp | 116.85%-100.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $4,327-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,142 | $4,969+43.7% | $5,820+22.7% | $4,046+76.5% |
| Admin fee / account holder | $22 | $632-96.6% | $15,805-99.9% | $626-96.5% |