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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,922 | $63,745-42.1% | $98,442-62.5% | $79,386-53.5% |
| Participation rate | 89.5% | 69.9%+19.6pp | 73.3%+16.2pp | 70.7%+18.8pp |
| Annual return | 13.36% | 625.80%-612.4pp | 1492.73%-1479.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $586 | $2,557-77.1% | $2,960-80.2% | $2,427-75.8% |
| Participant deferral / active EE | $2,163 | $3,303-34.5% | $4,276-49.4% | $4,046-46.5% |
| Admin fee / account holder | $68 | $516-86.8% | $5,949-98.9% | $626-89.1% |