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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,312 | $88,083+58.2% | $164,813-15.5% | $74,495+87.0% |
| Participation rate | 84.0% | 73.0%+11.0pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 18.09% | 17.26%+0.8pp | 69.93%-51.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $5,702 | $2,593+119.9% | $4,341+31.4% | $2,623+117.4% |
| Participant deferral / active EE | $9,981 | $4,498+121.9% | $6,031+65.5% | $4,346+129.7% |
| Admin fee / account holder | $2 | $2,234-99.9% | $12,690-100.0% | $1,942-99.9% |