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 |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN SECURITIES, LLC Service code 27 · EIN 13-4110995 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $96,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,239 | $54,590+268.6% | $81,930+145.6% | $73,488+173.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 7.46% | 17.74%-10.3pp | 29.49%-22.0pp | 28.51%-21.1pp |
| Employer contribution / active EE | $13,208 | $1,636+707.4% | $4,310+206.5% | $2,270+481.8% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $723 | $592+22.1% | $5,158-86.0% | $513+40.9% |