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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.
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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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $18,903 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,560 | $88,890-24.0% | $102,423-34.0% | $77,643-13.0% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+24.9pp |
| Annual return | 12.55% | 24.98%-12.4pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $919 | $2,698-65.9% | $3,023-69.6% | $2,726-66.3% |
| Participant deferral / active EE | $3,998 | $5,145-22.3% | $5,053-20.9% | $4,647-14.0% |
| Admin fee / account holder | $26 | $235-88.8% | $9,451-99.7% | $430-93.9% |