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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $40,775 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $28,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,504 | $76,050-20.4% | $96,544-37.3% | $71,457-15.3% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,120 | $2,244+39.0% | $2,965+5.2% | $2,588+20.6% |
| Participant deferral / active EE | $5,905 | $4,215+40.1% | $4,851+21.7% | $4,289+37.7% |
| Admin fee / account holder | $257 | $2,707-90.5% | $8,252-96.9% | $1,587-83.8% |