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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,139 | $51,466+81.0% | $78,778+18.2% | $62,292+49.5% |
| Participation rate | 49.5% | 59.8%-10.3pp | 69.2%-19.7pp | 69.5%-20.0pp |
| Annual return | 15.31% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $439 | $827-47.0% | $1,986-77.9% | $2,042-78.5% |
| Participant deferral / active EE | $2,286 | $2,147+6.5% | $2,958-22.7% | $3,169-27.9% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |