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 LLC9+ 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 | $133,046 | $54,701+143.2% | $86,188+54.4% | $71,457+86.2% |
| Participation rate | 50.7% | 60.1%-9.4pp | 69.0%-18.3pp | 67.9%-17.2pp |
| Annual return | 15.19% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $755 | $1,265-40.3% | $2,380-68.3% | $2,588-70.8% |
| Participant deferral / active EE | $3,729 | $3,108+20.0% | $3,985-6.4% | $4,289-13.1% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |