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 LLC2 years Filed as: JP MORGAN SECURITIES Service code 28 · EIN 13-4110995 | Investment Management | $54,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $308,398 | $95,274+223.7% | $135,903+126.9% | $74,419+314.4% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 12.66% | 32.77%-20.1pp | 68.23%-55.6pp | 34.38%-21.7pp |
| Employer contribution / active EE | $5,599 | $3,874+44.5% | $4,856+15.3% | $2,637+112.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $164 | $266-38.3% | $10,762-98.5% | $348-52.8% |