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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,780 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,923 | $84,936-56.5% | $111,297-66.8% | $79,386-53.5% |
| Participation rate | 92.2% | 75.9%+16.3pp | 77.3%+14.9pp | 70.7%+21.5pp |
| Annual return | 15.18% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,241 | $3,888-42.4% | $4,487-50.1% | $4,046-44.6% |
| Admin fee / account holder | $16 | $537-97.1% | $7,964-99.8% | $626-97.5% |