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 | $5,285 |
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 | $67,148 | $65,703+2.2% | $94,224-28.7% | $59,632+12.6% |
| Participation rate | 70.8% | 72.1%-1.3pp | 78.8%-7.9pp | 68.7%+2.2pp |
| Annual return | -0.49% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,403 | $2,021+18.9% | $3,587-33.0% | $2,203+9.1% |
| Participant deferral / active EE | $2,596 | $3,143-17.4% | $4,320-39.9% | $3,192-18.7% |
| Admin fee / account holder | $54 | $4,264-98.7% | $6,269-99.1% | $4,297-98.7% |