Filed December 12, 2025 (most recent of 3 filings on file)
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 4-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 LLC3 years Filed as: JPMORGAN CHASEBANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $200,000 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 12-3957095 | Actuarial | $85,396 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $19,662 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $15,000 |
J.P. MORGAN FUTURES, INC.2 years Service code 72 · EIN 13-3072111 | Other investment fees and expenses | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 71 · EIN 13-3379014 | Brokerage Fees | $0 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 1.17% | 9.30%-8.1pp | 6.74%-5.6pp | 9.30%-8.1pp |
| Employer contribution / active EE | $1,896 | $12,557-84.9% | $43,780-95.7% | $12,557-84.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |