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 LLC11+ 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 | $148,842 | $66,098+125.2% | $101,794+46.2% | $74,304+100.3% |
| Participation rate | 51.7% | 53.8%-2.1pp | 69.2%-17.5pp | 60.3%-8.7pp |
| Annual return | 12.98% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $725 | $1,082-33.0% | $2,289-68.3% | $2,241-67.7% |
| Participant deferral / active EE | $3,654 | $2,781+31.4% | $4,084-10.5% | $3,767-3.0% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |