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.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $28,332 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,561 | $122,239-27.6% | $184,200-51.9% | $74,546+18.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.79% | 19.95%-3.2pp | 28.80%-12.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $6,612 | $4,537+45.7% | $6,424+2.9% | $2,624+151.9% |
| Participant deferral / active EE | $12,714 | $7,139+78.1% | $9,132+39.2% | $4,347+192.4% |
| Admin fee / account holder | $161 | $1,260-87.2% | $13,907-98.8% | $1,944-91.7% |