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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $62,416 |
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 | $31,719 | $61,473-48.4% | $81,930-61.3% | $73,409-56.8% |
| Participation rate | 98.0% | 72.4%+25.6pp | 72.0%+26.0pp | 72.2%+25.8pp |
| Annual return | 13.32% | 28.26%-14.9pp | 29.49%-16.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,482 | $1,898-21.9% | $4,310-65.6% | $2,234-33.6% |
| Participant deferral / active EE | $4,527 | $3,080+47.0% | $7,107-36.3% | $3,805+19.0% |
| Admin fee / account holder | $114 | $125-9.1% | $5,158-97.8% | $158-27.7% |