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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.
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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 LLC4 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $79,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,219 | $54,193+62.8% | $93,606-5.8% | $77,643+13.6% |
| Participation rate | 84.9% | 63.9%+21.0pp | 68.7%+16.2pp | 70.6%+14.4pp |
| Annual return | 12.21% | 30.54%-18.3pp | 133.20%-121.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $657 | $1,168-43.8% | $2,420-72.9% | $2,726-75.9% |
| Participant deferral / active EE | $7,564 | $3,144+140.6% | $4,411+71.5% | $4,647+62.8% |
| Admin fee / account holder | $363 | $576-36.9% | $8,285-95.6% | $430-15.6% |