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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,786 | $59,263-10.9% | $96,562-45.3% | $79,386-33.5% |
| Participation rate | 53.9% | 61.9%-8.0pp | 69.8%-15.9pp | 70.7%-16.8pp |
| Annual return | 12.50% | 27.07%-14.6pp | 37.78%-25.3pp | 116.85%-104.3pp |
| Employer contribution / active EE | $536 | $1,216-55.9% | $2,356-77.2% | $2,427-77.9% |
| Participant deferral / active EE | $2,595 | $2,948-12.0% | $3,849-32.6% | $4,046-35.9% |
| Admin fee / account holder | $20 | $658-97.0% | $6,181-99.7% | $626-96.9% |