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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,130 |
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 | $120,196 | $79,700+50.8% | $153,485-21.7% | $74,495+61.3% |
| Participation rate | 79.7% | 69.8%+9.9pp | 77.1%+2.6pp | 67.2%+12.5pp |
| Annual return | 15.42% | 15.07%+0.4pp | 15.65%-0.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,808 | $4,016-5.2% | $5,039-24.4% | $2,623+45.2% |
| Participant deferral / active EE | $7,607 | $5,315+43.1% | $6,757+12.6% | $4,346+75.0% |
| Admin fee / account holder | $26 | $1,790-98.5% | $12,724-99.8% | $1,942-98.7% |