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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,796 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,249 | $64,909+29.8% | $82,313+2.4% | $62,292+35.2% |
| Participation rate | 96.5% | 74.9%+21.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 14.27% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,240 | $1,676+33.7% | $2,428-7.7% | $2,042+9.7% |
| Participant deferral / active EE | $3,686 | $3,103+18.8% | $3,706-0.5% | $3,169+16.3% |
| Admin fee / account holder | $13 | $440-97.0% | $5,608-99.8% | $479-97.3% |