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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $86,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,618 | $56,503-42.3% | $70,092-53.5% | $64,808-49.7% |
| Participation rate | 98.9% | 70.5%+28.4pp | 70.5%+28.4pp | 71.5%+27.5pp |
| Annual return | -15.93% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,720 | $2,046-16.0% | $2,559-32.8% | $2,506-31.4% |
| Participant deferral / active EE | $5,126 | $3,389+51.2% | $3,849+33.2% | $4,310+18.9% |
| Admin fee / account holder | $146 | $160-9.1% | $6,267-97.7% | $188-22.4% |