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 | $195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,349 | $65,376-49.0% | $87,100-61.7% | $65,185-48.8% |
| Participation rate | 65.1% | 75.3%-10.3pp | 76.9%-11.8pp | 70.2%-5.1pp |
| Annual return | 24.16% | 31.27%-7.1pp | 28.19%-4.0pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,151 | $1,822-36.9% | $2,521-54.4% | $2,177-47.1% |
| Participant deferral / active EE | $787 | $3,388-76.8% | $4,049-80.6% | $3,514-77.6% |
| Admin fee / account holder | $2 | $520-99.6% | $7,497-100.0% | $847-99.7% |