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 | $8,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,386 | $72,254-27.5% | $86,677-39.6% | $64,808-19.2% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.6%+19.2pp | 71.5%+24.3pp |
| Annual return | -13.09% | 392.42%-405.5pp | 35.91%-49.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,021 | $2,393-57.3% | $2,836-64.0% | $2,506-59.2% |
| Participant deferral / active EE | $4,592 | $4,658-1.4% | $4,656-1.4% | $4,310+6.5% |
| Admin fee / account holder | $27 | $174-84.2% | $7,493-99.6% | $188-85.4% |