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 LLC3+ years Filed as: JP MORGAN CHASE CLEARING CORP Service code 27 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Advisory (Plan) | $10,177 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,594 |
Employer contribution per participant 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 | $25,974 | $46,173-43.7% | $170,442-84.8% | $69,631-62.7% |
| Participation rate | 94.1% | 63.9%+30.2pp | 83.6%+10.5pp | 70.7%+23.4pp |
| Annual return | 16.53% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,238 | $2,080+7.6% | $4,939-54.7% | $3,224-30.6% |
| Admin fee / account holder | $34 | $116-70.5% | $13,880-99.8% | $110-69.0% |