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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,939 |
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 | $113,463 | $81,474+39.3% | $133,956-15.3% | $73,488+54.4% |
| Participation rate | 82.6% | 76.4%+6.2pp | 79.8%+2.7pp | 70.7%+11.9pp |
| Annual return | 19.15% | 19.40%-0.3pp | 45.09%-25.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $4,277 | $2,209+93.6% | $3,919+9.1% | $2,270+88.4% |
| Participant deferral / active EE | $9,024 | $3,786+138.3% | $5,048+78.8% | $3,740+141.3% |
| Admin fee / account holder | $20 | $713-97.2% | $8,927-99.8% | $513-96.1% |