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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,235 |
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 | $90,145 | $86,332+4.4% | $125,175-28.0% | $65,185+38.3% |
| Participation rate | 96.7% | 75.3%+21.4pp | 79.8%+17.0pp | 70.2%+26.5pp |
| Annual return | 27.17% | 27.43%-0.3pp | 43.79%-16.6pp | 29.38%-2.2pp |
| Employer contribution / active EE | $650 | $2,040-68.1% | $3,865-83.2% | $2,177-70.1% |
| Participant deferral / active EE | $3,251 | $3,537-8.1% | $4,937-34.1% | $3,514-7.5% |
| Admin fee / account holder | $14 | $609-97.8% | $9,702-99.9% | $847-98.4% |