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 LLC10+ 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 | $143,946 | $59,417+142.3% | $93,606+53.8% | $74,495+93.2% |
| Participation rate | 51.1% | 59.7%-8.6pp | 68.7%-17.6pp | 67.2%-16.1pp |
| Annual return | 11.31% | 81.83%-70.5pp | 133.20%-121.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $614 | $1,264-51.4% | $2,420-74.6% | $2,623-76.6% |
| Participant deferral / active EE | $3,360 | $3,050+10.2% | $4,411-23.8% | $4,346-22.7% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |