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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,337 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,414 | $91,372+38.4% | $129,995-2.8% | $74,419+69.9% |
| Participation rate | 81.1% | 77.8%+3.3pp | 78.5%+2.6pp | 70.7%+10.4pp |
| Annual return | 15.40% | 23.21%-7.8pp | -137.18%+152.6pp | 34.38%-19.0pp |
| Employer contribution / active EE | $7,447 | $2,563+190.5% | $4,320+72.4% | $2,637+182.4% |
| Participant deferral / active EE | $3,209 | $4,721-32.0% | $5,820-44.9% | $4,528-29.1% |
| Admin fee / account holder | $24 | $283-91.4% | $10,614-99.8% | $348-93.0% |