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 |
9 funds of $250K or more; 16 lines in all, holding $13.6M of the plan's $13.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 8 vintages | $11.4M | 83.9% |
| JP Morgan Stable Asset Income Fund JPMorgan · Stable value Stable value | $617K | 4.5% |
| JPMorgan Equity Index Fund Class A JPMorgan · Mutual fund IndexPossible retail class A | $445K | 3.3% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $197K | 1.5% |
| Columbia Mid Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $149K | 1.1% |
| Schwab Fundamental US Large Co Charles Schwab · Mutual fund Possible retail class A | $143K | 1.1% |
| Columbia Small Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $139K | 1.0% |
| American Funds EuroPacific Capital Group · Mutual fund Possible retail class A | $127K | 0.9% |
| Invesco International Growth Fund Class A Invesco · Mutual fund Possible retail class A | $95K | 0.7% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $75K | 0.6% |
See the other 6 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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% |