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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,384 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,760 | $84,556-56.5% | $116,228-68.4% | $74,304-50.5% |
| Participation rate | 77.2% | 66.0%+11.2pp | 74.6%+2.7pp | 60.3%+16.9pp |
| Annual return | 13.15% | 18.35%-5.2pp | 90.06%-76.9pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,320 | $2,168-39.1% | $2,994-55.9% | $2,241-41.1% |
| Participant deferral / active EE | $2,807 | $3,814-26.4% | $4,953-43.3% | $3,767-25.5% |
| Admin fee / account holder | $95 | $3,792-97.5% | $11,989-99.2% | $2,969-96.8% |