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 LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $135,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,521 | $117,025-41.4% | $91,541-25.1% | $85,563-19.9% |
| Participation rate | 97.8% | 64.2%+33.5pp | 69.8%+28.0pp | 66.0%+31.8pp |
| Annual return | 17.18% | 18.02%-0.8pp | 20.50%-3.3pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,953 | $2,120+39.3% | $2,505+17.9% | $2,654+11.3% |
| Participant deferral / active EE | $7,357 | $3,446+113.5% | $4,008+83.6% | $4,375+68.2% |
| Admin fee / account holder | $261 | $1,242-79.0% | $6,956-96.2% | $834-68.7% |