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 10-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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $64,065 |
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 | $207,921 | $62,146+234.6% | $81,438+155.3% | $74,546+178.9% |
| Participation rate | 93.5% | 64.1%+29.4pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | 12.15% | 16.49%-4.3pp | 24.74%-12.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $3,831 | $1,883+103.5% | $2,460+55.7% | $2,624+46.0% |
| Participant deferral / active EE | $11,027 | $3,229+241.5% | $3,883+184.0% | $4,347+153.6% |
| Admin fee / account holder | $179 | $1,922-90.7% | $5,764-96.9% | $1,944-90.8% |