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 | $11,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,308 | $79,184+87.3% | $102,438+44.8% | $74,546+98.9% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 11.87% | 54.95%-43.1pp | 29.37%-17.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $2,892 | $2,362+22.4% | $3,024-4.4% | $2,624+10.2% |
| Participant deferral / active EE | $9,861 | $4,414+123.4% | $5,054+95.1% | $4,347+126.8% |
| Admin fee / account holder | $39 | $2,001-98.0% | $9,448-99.6% | $1,944-98.0% |