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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $893 |
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 | $71,810 | $86,332-16.8% | $125,175-42.6% | $65,185+10.2% |
| Participation rate | 82.5% | 75.3%+7.2pp | 79.8%+2.7pp | 70.2%+12.3pp |
| Annual return | 27.36% | 27.43%-0.1pp | 43.79%-16.4pp | 29.38%-2.0pp |
| Employer contribution / active EE | $3,736 | $2,040+83.2% | $3,865-3.3% | $2,177+71.6% |
| Participant deferral / active EE | $8,634 | $3,537+144.1% | $4,937+74.9% | $3,514+145.7% |
| Admin fee / account holder | $18 | $609-97.1% | $9,702-99.8% | $847-97.9% |