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 LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $875 |
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 | $27,832 | $65,435-57.5% | $86,677-67.9% | $66,914-58.4% |
| Participation rate | 78.6% | 75.5%+3.2pp | 76.6%+2.1pp | 69.8%+8.8pp |
| Annual return | -16.23% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $731 | $2,153-66.0% | $2,836-74.2% | $2,544-71.3% |
| Participant deferral / active EE | $2,822 | $4,100-31.2% | $4,656-39.4% | $4,237-33.4% |
| Admin fee / account holder | $8 | $642-98.8% | $7,493-99.9% | $593-98.7% |