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 | $1,320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,459 | $131,799+12.6% | $200,582-26.0% | $85,563+73.5% |
| Participation rate | 84.9% | 87.9%-3.0pp | 86.9%-2.0pp | 66.0%+19.0pp |
| Annual return | 16.44% | 21.59%-5.2pp | 42.33%-25.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,106 | $4,532-53.5% | $6,419-67.2% | $2,654-20.6% |
| Participant deferral / active EE | $7,566 | $7,702-1.8% | $9,331-18.9% | $4,375+72.9% |
| Admin fee / account holder | $5 | $235-98.0% | $16,305-100.0% | $834-99.4% |