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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $345 |
Participant contribution per participant 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 | $186,340 | $138,347+34.7% | $184,203+1.2% | $80,856+130.5% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 27.03% | 20.02%+7.0pp | 28.81%-1.8pp | 35.59%-8.6pp |
| Employer contribution / active EE | $7,654 | $4,850+57.8% | $6,427+19.1% | $2,755+177.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4 | $10,483-100.0% | $13,901-100.0% | $6,918-99.9% |