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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $50,891 |
Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 60045 | Advisory (Plan) | $35,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,541 | $72,254-39.7% | $86,677-49.8% | $64,808-32.8% |
| Participation rate | 56.8% | 80.4%-23.6pp | 76.6%-19.8pp | 71.5%-14.7pp |
| Annual return | 10.41% | 392.42%-382.0pp | 35.91%-25.5pp | 32.82%-22.4pp |
| Employer contribution / active EE | $1,044 | $2,393-56.4% | $2,836-63.2% | $2,506-58.3% |
| Participant deferral / active EE | $2,838 | $4,658-39.1% | $4,656-39.0% | $4,310-34.2% |
| Admin fee / account holder | $126 | $174-27.6% | $7,493-98.3% | $188-32.9% |