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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,137 | $86,655+23.6% | $119,609-10.4% | $66,914+60.1% |
| Participation rate | 80.5% | 75.6%+4.9pp | 79.3%+1.2pp | 69.8%+10.7pp |
| Annual return | -17.16% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,729 | $2,536+86.5% | $4,232+11.8% | $2,544+85.9% |
| Participant deferral / active EE | $10,654 | $4,358+144.5% | $5,602+90.2% | $4,237+151.4% |
| Admin fee / account holder | $14 | $755-98.1% | $10,323-99.9% | $593-97.6% |