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 7-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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,723 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,280 | $108,719-45.5% | $101,326-41.5% | $85,563-30.7% |
| Participation rate | 94.7% | 80.9%+13.9pp | 81.5%+13.2pp | 66.0%+28.8pp |
| Annual return | 20.98% | 20.95%0pp | 36.82%-15.8pp | 31.51%-10.5pp |
| Employer contribution / active EE | $5,538 | $3,114+77.8% | $3,665+51.1% | $2,654+108.7% |
| Participant deferral / active EE | $10,483 | $8,545+22.7% | $7,994+31.1% | $4,375+139.6% |
| Admin fee / account holder | $25 | $685-96.4% | $11,185-99.8% | $834-97.0% |