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 LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 64 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Recordkeeping Fees | $3,000 |
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 | $157,937 | $56,629+178.9% | $77,999+102.5% | $55,167+186.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 9.29% | 2866.98%-2857.7pp | 425.96%-416.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,842 | $1,723+181.0% | $2,470+96.0% | $1,963+146.7% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $24 | $467-94.8% | $5,480-99.6% | $504-95.2% |