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 | $7,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,501 | $99,078-37.9% | $96,544-36.3% | $74,419-17.4% |
| Participation rate | 91.7% | 80.7%+11.1pp | 76.0%+15.8pp | 70.7%+21.0pp |
| Annual return | 16.80% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $977 | $2,570-62.0% | $2,965-67.1% | $2,637-63.0% |
| Participant deferral / active EE | $4,369 | $4,933-11.4% | $4,851-9.9% | $4,528-3.5% |
| Admin fee / account holder | $24 | $225-89.4% | $8,252-99.7% | $348-93.1% |