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 9-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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,320 |
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 | $45,816 | $88,122-48.0% | $141,162-67.5% | $67,579-32.2% |
| Participation rate | 98.3% | 76.5%+21.8pp | 82.5%+15.8pp | 71.3%+27.0pp |
| Annual return | 27.57% | 75.40%-47.8pp | 71.39%-43.8pp | 378.56%-351.0pp |
| Employer contribution / active EE | $2,406 | $3,224-25.4% | $4,735-49.2% | $2,148+12.0% |
| Participant deferral / active EE | $3,769 | $5,958-36.7% | $6,709-43.8% | $3,539+6.5% |
| Admin fee / account holder | $2 | $131-98.7% | $10,261-100.0% | $142-98.8% |