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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $875 |
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 | $124,323 | $71,192+74.6% | $117,854+5.5% | $62,292+99.6% |
| Participation rate | 99.6% | 74.2%+25.3pp | 79.7%+19.9pp | 69.5%+30.0pp |
| Annual return | 19.15% | 18.66%+0.5pp | 335.08%-315.9pp | 28.90%-9.7pp |
| Employer contribution / active EE | $4,068 | $1,934+110.3% | $3,786+7.4% | $2,042+99.2% |
| Participant deferral / active EE | $6,406 | $3,189+100.9% | $4,482+42.9% | $3,169+102.1% |
| Admin fee / account holder | $3 | $587-99.5% | $8,020-100.0% | $479-99.3% |