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 LLC8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,975 | $49,451+142.6% | $79,550+50.8% | $66,914+79.3% |
| Participation rate | 50.9% | 61.3%-10.4pp | 69.5%-18.6pp | 69.8%-18.9pp |
| Annual return | -16.38% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $735 | $1,266-41.9% | $2,413-69.6% | $2,544-71.1% |
| Participant deferral / active EE | $3,948 | $3,159+25.0% | $3,985-0.9% | $4,237-6.8% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |