Filed June 29, 2020 (most recent of 2 filings on file)
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 LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $22,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,130 | $82,917+37.6% | $103,333+10.4% | $77,643+47.0% |
| Participation rate | 94.1% | 71.6%+22.5pp | 74.5%+19.6pp | 70.6%+23.5pp |
| Annual return | 13.25% | 19.13%-5.9pp | 24.88%-11.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $5,380 | $3,552+51.5% | $3,868+39.1% | $2,726+97.4% |
| Participant deferral / active EE | $8,474 | $4,108+106.3% | $5,057+67.6% | $4,647+82.4% |
| Admin fee / account holder | $43 | $638-93.3% | $8,355-99.5% | $430-90.1% |