See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 15 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Recordkeeping | $5,251 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,772 | $52,681-77.7% | $75,781-84.5% | $59,632-80.3% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.8%+21.7pp | 68.7%+28.8pp |
| Annual return | -0.41% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $925 | $2,193-57.8% | $3,323-72.2% | $2,203-58.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $43 | $3,610-98.8% | $5,299-99.2% | $4,297-99.0% |