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 |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $20,000 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,406 | $88,083-31.4% | $164,813-63.3% | $74,495-18.9% |
| Participation rate | 95.0% | 73.0%+22.0pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 11.81% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,993 | $2,593-23.1% | $4,341-54.1% | $2,623-24.0% |
| Participant deferral / active EE | $3,306 | $4,498-26.5% | $6,031-45.2% | $4,346-23.9% |
| Admin fee / account holder | $131 | $2,234-94.1% | $12,690-99.0% | $1,942-93.2% |