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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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,682 | $62,132-34.5% | $185,823-78.1% | $73,488-44.6% |
| Participation rate | 91.0% | 67.8%+23.1pp | 78.0%+12.9pp | 70.7%+20.3pp |
| Annual return | 13.76% | 20.44%-6.7pp | 35.95%-22.2pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,091 | $1,681-35.1% | $4,087-73.3% | $2,270-51.9% |
| Participant deferral / active EE | $2,849 | $3,711-23.2% | $5,632-49.4% | $3,740-23.8% |
| Admin fee / account holder | $4 | $419-99.1% | $9,500-100.0% | $513-99.3% |