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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $12,828 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,693 | $57,831-7.2% | $82,389-34.8% | $85,563-37.2% |
| Participation rate | 82.6% | 55.0%+27.6pp | 69.5%+13.1pp | 66.0%+16.6pp |
| Annual return | 14.28% | 17.86%-3.6pp | 28.67%-14.4pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,221 | $1,643-25.7% | $2,517-51.5% | $2,654-54.0% |
| Participant deferral / active EE | $3,888 | $3,118+24.7% | $4,155-6.4% | $4,375-11.1% |
| Admin fee / account holder | $76 | $1,391-94.5% | $7,231-98.9% | $834-90.9% |