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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $53,644 |
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 | $29,311 | $55,790-47.5% | $76,817-61.8% | $67,579-56.6% |
| Participation rate | 97.1% | 71.1%+26.1pp | 72.1%+25.1pp | 71.3%+25.9pp |
| Annual return | 23.38% | 64.45%-41.1pp | 1166.11%-1142.7pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,636 | $1,810-9.6% | $2,302-28.9% | $2,148-23.8% |
| Participant deferral / active EE | $4,196 | $2,875+46.0% | $3,336+25.8% | $3,539+18.6% |
| Admin fee / account holder | $111 | $159-30.1% | $6,420-98.3% | $142-21.8% |