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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,722 | $52,406+97.9% | $129,207-19.7% | $74,495+39.2% |
| Participation rate | 76.5% | 53.8%+22.7pp | 69.6%+6.9pp | 67.2%+9.3pp |
| Annual return | 21.94% | 15.66%+6.3pp | 9417.33%-9395.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $2,697 | $1,531+76.2% | $4,153-35.1% | $2,623+2.8% |
| Participant deferral / active EE | $4,067 | $2,794+45.5% | $4,168-2.4% | $4,346-6.4% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |