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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,944 | $56,503-32.8% | $70,092-45.9% | $64,808-41.5% |
| Participation rate | 88.6% | 70.5%+18.1pp | 70.5%+18.1pp | 71.5%+17.1pp |
| Annual return | -17.74% | -13.44%-4.3pp | 190.73%-208.5pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,036 | $3,389-10.4% | $3,849-21.1% | $4,310-29.6% |
| Admin fee / account holder | $3 | $160-98.1% | $6,267-100.0% | $188-98.4% |