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 7-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 LLC3 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $66,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,074 | $53,165+82.6% | $86,188+12.6% | $74,419+30.4% |
| Participation rate | 94.9% | 64.9%+30.1pp | 69.0%+26.0pp | 70.7%+24.2pp |
| Annual return | 19.34% | 22.64%-3.3pp | 1168.45%-1149.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $916 | $1,210-24.3% | $2,380-61.5% | $2,637-65.3% |
| Participant deferral / active EE | $8,245 | $3,234+154.9% | $3,985+106.9% | $4,528+82.1% |
| Admin fee / account holder | $361 | $551-34.5% | $6,852-94.7% | $348+3.8% |