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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,310 |
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 | $130,715 | $53,925+142.4% | $75,670+72.7% | $69,631+87.7% |
| Participation rate | 86.9% | 71.2%+15.7pp | 72.3%+14.6pp | 70.7%+16.2pp |
| Annual return | 16.59% | 17.84%-1.2pp | 27.34%-10.8pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,414 | $1,802+89.5% | $2,352+45.2% | $2,032+68.0% |
| Participant deferral / active EE | $7,836 | $2,569+205.0% | $3,142+149.4% | $3,224+143.1% |
| Admin fee / account holder | $4 | $97-95.8% | $5,800-99.9% | $110-96.3% |