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) | $41,963 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $32,554 |
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 | $82,059 | $54,517+50.5% | $75,972+8.0% | $74,495+10.2% |
| Participation rate | 50.0% | 60.3%-10.3pp | 69.1%-19.1pp | 67.2%-17.2pp |
| Annual return | 10.43% | 31.82%-21.4pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,513 | $1,777+41.4% | $2,685-6.4% | $2,623-4.2% |
| Participant deferral / active EE | $3,492 | $3,066+13.9% | $4,255-17.9% | $4,346-19.6% |
| Admin fee / account holder | $563 | $2,229-74.7% | $6,467-91.3% | $1,942-71.0% |