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 | $746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,349 | $62,267+49.9% | $110,238-15.3% | $55,725+67.5% |
| Participation rate | 84.7% | 78.1%+6.6pp | 79.8%+4.9pp | 70.9%+13.8pp |
| Annual return | -6.55% | -1.07%-5.5pp | 314.74%-321.3pp | 244.93%-251.5pp |
| Employer contribution / active EE | $4,989 | $1,941+157.0% | $3,826+30.4% | $2,078+140.1% |
| Participant deferral / active EE | $2,375 | $3,516-32.5% | $4,672-49.2% | $3,356-29.2% |
| Admin fee / account holder | $2 | $121-98.3% | $8,547-100.0% | $115-98.2% |