See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
JP MORGAN SECURITIES LLC3 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $25,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,851 | $79,013-1.5% | $100,391-22.5% | $74,495+4.5% |
| Participation rate | 69.5% | 79.5%-10.0pp | 81.5%-12.0pp | 67.2%+2.3pp |
| Annual return | 19.92% | 20.41%-0.5pp | 49.20%-29.3pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $349 | $3,021-88.5% | $3,942-91.2% | $2,623-86.7% |
| Participant deferral / active EE | $10,209 | $7,760+31.6% | $8,082+26.3% | $4,346+134.9% |
| Admin fee / account holder | $388 | $1,320-70.6% | $7,899-95.1% | $1,942-80.0% |