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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $122,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,176 | $66,457-18.5% | $81,382-33.4% | $77,643-30.2% |
| Participation rate | 98.6% | 68.7%+29.8pp | 69.5%+29.1pp | 70.6%+28.0pp |
| Annual return | 12.41% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,775 | $2,159+28.5% | $2,463+12.7% | $2,726+1.8% |
| Participant deferral / active EE | $6,429 | $3,679+74.7% | $3,883+65.6% | $4,647+38.3% |
| Admin fee / account holder | $229 | $583-60.7% | $5,768-96.0% | $430-46.8% |