See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,168 | $48,277+122.0% | $63,517+68.7% | $55,191+94.2% |
| Participation rate | 79.4% | 69.4%+10.0pp | 71.0%+8.4pp | 69.2%+10.2pp |
| Annual return | 1.14% | 2.37%-1.2pp | -70.30%+71.4pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,767 | $1,592+136.6% | $2,322+62.2% | $1,899+98.4% |
| Participant deferral / active EE | $8,414 | $2,432+245.9% | $2,953+184.9% | $3,046+176.2% |
| Admin fee / account holder | $3 | $86-96.3% | $5,892-99.9% | $91-96.5% |