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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,876 | $48,335+73.5% | $121,098-30.7% | $71,457+17.4% |
| Participation rate | 76.9% | 54.3%+22.7pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -6.83% | 23.32%-30.2pp | 985.75%-992.6pp | 28.85%-35.7pp |
| Employer contribution / active EE | $2,435 | $1,489+63.6% | $4,164-41.5% | $2,588-5.9% |
| Participant deferral / active EE | $3,958 | $2,754+43.7% | $4,080-3.0% | $4,289-7.7% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |