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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,034 |
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 | $101,688 | $72,137+41.0% | $142,449-28.6% | $71,457+42.3% |
| Participation rate | 78.6% | 71.7%+6.9pp | 76.8%+1.8pp | 67.9%+10.7pp |
| Annual return | 19.49% | 21.15%-1.7pp | 19.99%-0.5pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,531 | $3,793+19.5% | $4,847-6.5% | $2,588+75.1% |
| Participant deferral / active EE | $8,714 | $5,280+65.0% | $6,283+38.7% | $4,289+103.2% |
| Admin fee / account holder | $24 | $1,433-98.3% | $10,011-99.8% | $1,587-98.5% |