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 | $6,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,267 | $87,870+96.0% | $113,168+52.2% | $74,304+131.8% |
| Participation rate | 93.9% | 70.7%+23.1pp | 76.6%+17.3pp | 60.3%+33.5pp |
| Annual return | 15.39% | 26.44%-11.0pp | 24.27%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,138 | $2,277-6.1% | $2,975-28.1% | $2,241-4.6% |
| Participant deferral / active EE | $8,268 | $4,241+95.0% | $5,107+61.9% | $3,767+119.5% |
| Admin fee / account holder | $25 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |