Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,801 | $103,024+5.6% | $112,040-2.9% | $79,634+36.6% |
| Participation rate | 83.8% | 80.6%+3.3pp | 76.5%+7.3pp | 62.5%+21.4pp |
| Annual return | 15.43% | 17.60%-2.2pp | 24.52%-9.1pp | 36.46%-21.0pp |
| Employer contribution / active EE | $3,164 | $3,015+4.9% | $2,954+7.1% | $2,529+25.1% |
| Participant deferral / active EE | $6,980 | $5,233+33.4% | $5,098+36.9% | $3,835+82.0% |
| Admin fee / account holder | $2 | $465-99.5% | $12,098-100.0% | $1,002-99.8% |