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 LLC5+ 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 | $112,881 | $49,138+129.7% | $84,015+34.4% | $65,185+73.2% |
| Participation rate | 46.1% | 60.7%-14.7pp | 69.0%-23.0pp | 70.2%-24.1pp |
| Annual return | 19.08% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $369 | $914-59.7% | $1,983-81.4% | $2,177-83.1% |
| Participant deferral / active EE | $2,771 | $2,397+15.6% | $3,239-14.5% | $3,514-21.2% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |