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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,503 | $44,642+105.0% | $91,220+0.3% | $66,914+36.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -16.75% | -12.29%-4.5pp | 114.01%-130.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,550 | $1,706+49.4% | $2,850-10.5% | $2,544+0.2% |
| Participant deferral / active EE | $6,239 | $3,349+86.3% | $4,234+47.4% | $4,237+47.3% |
| Admin fee / account holder | $4 | $521-99.3% | $5,420-99.9% | $593-99.3% |