See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $41,880 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550FUQUA · HOUSTON, TX 77034 | Accounting | $13,494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,100 | $40,385-8.1% | $80,569-54.0% | $74,419-50.1% |
| Participation rate | 97.2% | 47.4%+49.8pp | 67.0%+30.2pp | 70.7%+26.5pp |
| Annual return | 23.02% | 164.85%-141.8pp | 935.43%-912.4pp | 34.38%-11.4pp |
| Employer contribution / active EE | $749 | $1,496-50.0% | $2,723-72.5% | $2,637-71.6% |
| Participant deferral / active EE | $3,170 | $2,674+18.5% | $4,447-28.7% | $4,528-30.0% |
| Admin fee / account holder | $34 | $720-95.3% | $5,377-99.4% | $348-90.2% |