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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $57,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,403 | $46,464-0.1% | $150,298-69.1% | $79,634-41.7% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 12.69% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.8pp |
| Employer contribution / active EE | $2,152 | $1,512+42.3% | $4,154-48.2% | $2,529-14.9% |
| Participant deferral / active EE | $3,630 | $2,157+68.3% | $5,453-33.4% | $3,835-5.3% |
| Admin fee / account holder | $131 | $891-85.3% | $14,116-99.1% | $1,002-87.0% |