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 10-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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,210 |
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 | $78,309 | $64,871+20.7% | $129,110-39.3% | $66,914+17.0% |
| Participation rate | 80.4% | 74.0%+6.5pp | 77.3%+3.2pp | 69.8%+10.6pp |
| Annual return | -17.95% | -12.21%-5.7pp | -10.94%-7.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,865 | $3,741+3.3% | $5,052-23.5% | $2,544+51.9% |
| Participant deferral / active EE | $7,448 | $5,090+46.3% | $6,542+13.8% | $4,237+75.8% |
| Admin fee / account holder | $18 | $629-97.1% | $14,302-99.9% | $593-97.0% |