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 LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,544 |
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 | $50,443 | $45,031+12.0% | $84,966-40.6% | $77,643-35.0% |
| Participation rate | 92.1% | 48.7%+43.5pp | 67.5%+24.6pp | 70.6%+21.6pp |
| Annual return | 18.64% | 79.22%-60.6pp | 66.38%-47.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,181 | $1,609-26.6% | $2,727-56.7% | $2,726-56.7% |
| Participant deferral / active EE | $4,014 | $2,807+43.0% | $4,519-11.2% | $4,647-13.6% |
| Admin fee / account holder | $5 | $912-99.5% | $6,149-99.9% | $430-98.9% |