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 LLC11+ years Service code 15 · EIN 13-2624428 | Recordkeeping | $66,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,476 | $56,317+10.9% | $71,209-12.3% | $74,304-15.9% |
| Participation rate | 95.4% | 55.1%+40.3pp | 73.8%+21.6pp | 60.3%+35.0pp |
| Annual return | 14.23% | 42.83%-28.6pp | 282.51%-268.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,637 | $2,160-24.2% | $2,721-39.8% | $2,241-27.0% |
| Participant deferral / active EE | $5,349 | $2,788+91.9% | $4,175+28.1% | $3,767+42.0% |
| Admin fee / account holder | $235 | $2,290-89.7% | $5,349-95.6% | $2,969-92.1% |