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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,898 |
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,253 | $62,267-43.4% | $110,238-68.0% | $55,725-36.7% |
| Participation rate | 97.4% | 78.1%+19.2pp | 79.8%+17.5pp | 70.9%+26.5pp |
| Annual return | -6.81% | -1.07%-5.7pp | 314.74%-321.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $3,258 | $1,941+67.8% | $3,826-14.9% | $2,078+56.8% |
| Participant deferral / active EE | $5,489 | $3,516+56.1% | $4,672+17.5% | $3,356+63.6% |
| Admin fee / account holder | $19 | $121-84.4% | $8,547-99.8% | $115-83.6% |