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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,638 | $62,127-0.8% | $81,382-24.3% | $74,495-17.3% |
| Participation rate | 96.4% | 64.0%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.94% | 16.48%-4.5pp | 24.73%-12.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,815 | $1,882-3.6% | $2,463-26.3% | $2,623-30.8% |
| Participant deferral / active EE | $2,705 | $3,229-16.2% | $3,883-30.3% | $4,346-37.8% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |