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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.
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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 |
|---|---|---|
JP MORGAN SECURITIES LLC2 years Service code 27 · EIN 13-4110995 | Advisory (Plan) | $35,974 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,228 | $109,881+26.7% | $150,045-7.2% | $84,808+64.2% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 21.76% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,924 | $3,561-17.9% | $4,693-37.7% | $2,631+11.1% |
| Participant deferral / active EE | $11,340 | $6,636+70.9% | $7,997+41.8% | $4,212+169.3% |
| Admin fee / account holder | $477 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |