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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,270 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,579 | $60,165+37.3% | $74,183+11.3% | $55,167+49.7% |
| Participation rate | 95.8% | 74.2%+21.7pp | 76.6%+19.2pp | 69.0%+26.8pp |
| Annual return | 7.19% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $227 | $1,600-85.8% | $2,370-90.4% | $1,963-88.5% |
| Participant deferral / active EE | $6,053 | $2,973+103.6% | $3,550+70.5% | $3,054+98.2% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |