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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,364 | $93,182+37.8% | $146,665-12.5% | $79,386+61.7% |
| Participation rate | 85.0% | 76.4%+8.6pp | 80.1%+5.0pp | 70.7%+14.3pp |
| Annual return | 15.64% | 21.61%-6.0pp | 22.74%-7.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,812 | $2,420+57.5% | $4,136-7.8% | $2,427+57.0% |
| Participant deferral / active EE | $8,804 | $4,169+111.2% | $5,506+59.9% | $4,046+117.6% |
| Admin fee / account holder | $22 | $585-96.3% | $10,280-99.8% | $626-96.5% |