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 LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,610 | $82,978+47.8% | $129,995-5.7% | $71,457+71.6% |
| Participation rate | 78.9% | 74.1%+4.8pp | 78.5%+0.4pp | 67.9%+11.0pp |
| Annual return | 18.95% | 20.60%-1.6pp | -137.18%+156.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,347 | $2,622+65.8% | $4,320+0.6% | $2,588+68.0% |
| Participant deferral / active EE | $9,291 | $4,432+109.6% | $5,820+59.6% | $4,289+116.6% |
| Admin fee / account holder | $2 | $1,729-99.9% | $10,614-100.0% | $1,587-99.9% |