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 LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,321 |
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 | $138,734 | $69,454+99.7% | $180,183-23.0% | $74,304+86.7% |
| Participation rate | 83.3% | 61.8%+21.5pp | 77.4%+5.9pp | 60.3%+23.0pp |
| Annual return | 16.02% | 25.86%-9.8pp | 27.86%-11.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,470 | $3,155+41.7% | $5,039-11.3% | $2,241+99.4% |
| Participant deferral / active EE | $8,881 | $4,662+90.5% | $6,822+30.2% | $3,767+135.7% |
| Admin fee / account holder | $28 | $3,036-99.1% | $19,975-99.9% | $2,969-99.1% |