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 | $1,640 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,041 | $53,053+64.1% | $126,539-31.2% | $74,304+17.1% |
| Participation rate | 99.2% | 48.0%+51.2pp | 69.8%+29.4pp | 60.3%+38.9pp |
| Annual return | 5.40% | 29.46%-24.1pp | 425.95%-420.5pp | 29.43%-24.0pp |
| Employer contribution / active EE | $2,693 | $1,168+130.6% | $3,674-26.7% | $2,241+20.1% |
| Participant deferral / active EE | $4,027 | $2,303+74.9% | $4,083-1.4% | $3,767+6.9% |
| Admin fee / account holder | $11 | $3,698-99.7% | $6,065-99.8% | $2,969-99.6% |