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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $96,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,646 | $69,823-38.9% | $77,163-44.7% | $74,419-42.7% |
| Participation rate | 99.3% | 70.0%+29.3pp | 69.6%+29.7pp | 70.7%+28.5pp |
| Annual return | 17.67% | 19.98%-2.3pp | 37.87%-20.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,795 | $2,150+30.0% | $2,535+10.2% | $2,637+6.0% |
| Participant deferral / active EE | $6,051 | $3,558+70.1% | $3,833+57.9% | $4,528+33.6% |
| Admin fee / account holder | $166 | $398-58.2% | $5,472-97.0% | $348-52.2% |