See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $915 |
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 | $31,971 | $64,909-50.7% | $82,313-61.2% | $62,292-48.7% |
| Participation rate | 81.5% | 74.9%+6.7pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 16.99% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $621 | $1,676-62.9% | $2,428-74.4% | $2,042-69.6% |
| Participant deferral / active EE | $1,596 | $3,103-48.6% | $3,706-56.9% | $3,169-49.6% |
| Admin fee / account holder | $5 | $440-98.8% | $5,608-99.9% | $479-98.9% |