See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,305 | $62,624-26.1% | $177,989-74.0% | $77,643-40.4% |
| Participation rate | 80.8% | 66.8%+13.9pp | 77.1%+3.7pp | 70.6%+10.2pp |
| Annual return | 14.62% | 16.16%-1.5pp | 294.48%-279.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,204 | $1,909-36.9% | $3,949-69.5% | $2,726-55.8% |
| Participant deferral / active EE | $3,408 | $4,219-19.2% | $6,276-45.7% | $4,647-26.7% |
| Admin fee / account holder | $5 | $386-98.6% | $10,363-99.9% | $430-98.8% |