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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $45,004 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,512 | $63,442+22.2% | $68,791+12.7% | $66,914+15.8% |
| Participation rate | 47.2% | 60.0%-12.8pp | 69.0%-21.9pp | 69.8%-22.7pp |
| Annual return | -12.38% | -8.29%-4.1pp | -6.38%-6.0pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,197 | $1,775+23.8% | $2,655-17.3% | $2,544-13.7% |
| Participant deferral / active EE | $3,109 | $2,945+5.6% | $3,941-21.1% | $4,237-26.6% |
| Admin fee / account holder | $599 | $577+3.8% | $4,932-87.8% | $593+1.0% |