Filed October 21, 2021
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 Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
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 | $55,173 | $48,277+14.3% | $63,517-13.1% | $55,1910% |
| Participation rate | 99.0% | 69.4%+29.6pp | 71.0%+28.0pp | 69.2%+29.8pp |
| Annual return | -1.00% | 2.37%-3.4pp | -70.30%+69.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $3,054 | $1,592+91.9% | $2,322+31.5% | $1,899+60.9% |
| Participant deferral / active EE | $1,836 | $2,432-24.5% | $2,953-37.8% | $3,046-39.7% |
| Admin fee / account holder | $0 | $86-100.0% | $5,892-100.0% | $91-100.0% |