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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,242 | $49,138-14.0% | $84,015-49.7% | $65,185-35.2% |
| Participation rate | 50.7% | 60.7%-10.1pp | 69.0%-18.3pp | 70.2%-19.5pp |
| Annual return | 21.36% | 23.00%-1.6pp | 71.31%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $407 | $914-55.4% | $1,983-79.5% | $2,177-81.3% |
| Participant deferral / active EE | $1,873 | $2,397-21.9% | $3,239-42.2% | $3,514-46.7% |
| Admin fee / account holder | $27 | $543-95.1% | $6,101-99.6% | $847-96.9% |