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 82-1434504 | Advisory (Plan) | $41,096 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $31,748 |
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.)
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 | $66,785 | $51,045+30.8% | $70,515-5.3% | $71,457-6.5% |
| Participation rate | 49.7% | 59.4%-9.7pp | 68.3%-18.6pp | 67.9%-18.2pp |
| Annual return | 10.66% | 42.63%-32.0pp | 32.77%-22.1pp | 28.85%-18.2pp |
| Employer contribution / active EE | $2,348 | $1,790+31.1% | $2,973-21.1% | $2,588-9.3% |
| Participant deferral / active EE | $3,464 | $3,026+14.5% | $4,567-24.1% | $4,289-19.2% |
| Admin fee / account holder | $486 | $1,994-75.6% | $6,412-92.4% | $1,587-69.4% |