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 LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,730 | $46,173-42.1% | $170,442-84.3% | $69,631-61.6% |
| Participation rate | 61.2% | 63.9%-2.7pp | 83.6%-22.4pp | 70.7%-9.5pp |
| Annual return | 12.52% | 21.62%-9.1pp | 205.93%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $849 | $1,610-47.2% | $5,433-84.4% | $2,032-58.2% |
| Participant deferral / active EE | $1,290 | $2,080-38.0% | $4,939-73.9% | $3,224-60.0% |
| Admin fee / account holder | $3 | $116-97.7% | $13,880-100.0% | $110-97.6% |