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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,666 |
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 | $50,394 | $73,404-31.3% | $87,100-42.1% | $67,579-25.4% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.9%+18.2pp | 71.3%+23.8pp |
| Annual return | 21.06% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,057 | $2,014-47.5% | $2,521-58.1% | $2,148-50.8% |
| Participant deferral / active EE | $4,739 | $3,913+21.1% | $4,049+17.0% | $3,539+33.9% |
| Admin fee / account holder | $24 | $142-83.3% | $7,497-99.7% | $142-83.4% |