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 |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $52,562 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,042 | $82,202+248.0% | $125,339+128.2% | $64,808+341.4% |
| Participation rate | 98.9% | 77.9%+21.1pp | 82.4%+16.6pp | 71.5%+27.5pp |
| Annual return | 21.26% | 3.48%+17.8pp | 572.05%-550.8pp | 32.82%-11.6pp |
| Employer contribution / active EE | $5,584 | $3,615+54.5% | $4,814+16.0% | $2,506+122.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $172 | $163+5.6% | $10,010-98.3% | $188-8.2% |