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 | $2,283 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $114,970 | $78,419+46.6% | $133,956-14.2% | $73,409+56.6% |
| Participation rate | 84.3% | 78.6%+5.7pp | 79.8%+4.4pp | 72.2%+12.1pp |
| Annual return | 13.34% | 33.35%-20.0pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,196 | $2,044+7.5% | $3,919-44.0% | $2,234-1.7% |
| Participant deferral / active EE | $2,668 | $3,925-32.0% | $5,048-47.1% | $3,805-29.9% |
| Admin fee / account holder | $6 | $161-96.2% | $8,927-99.9% | $158-96.2% |