See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,610 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,573 | $88,083-7.4% | $164,813-50.5% | $74,495+9.5% |
| Participation rate | 92.7% | 73.0%+19.7pp | 78.6%+14.1pp | 67.2%+25.5pp |
| Annual return | 16.62% | 17.26%-0.6pp | 69.93%-53.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,440 | $2,593-5.9% | $4,341-43.8% | $2,623-7.0% |
| Participant deferral / active EE | $2,966 | $4,498-34.1% | $6,031-50.8% | $4,346-31.8% |
| Admin fee / account holder | $249 | $2,234-88.9% | $12,690-98.0% | $1,942-87.2% |