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 | $15 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,637 | $45,602+118.5% | $117,472-15.2% | $66,914+48.9% |
| Participation rate | 74.3% | 57.6%+16.7pp | 70.6%+3.7pp | 69.8%+4.5pp |
| Annual return | 3.20% | -16.74%+19.9pp | 29.74%-26.5pp | 1.58%+1.6pp |
| Employer contribution / active EE | $2,582 | $1,579+63.5% | $4,176-38.2% | $2,544+1.5% |
| Participant deferral / active EE | $4,376 | $2,845+53.8% | $4,070+7.5% | $4,237+3.3% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |