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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,903 |
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 | $47,187 | $69,159-31.8% | $125,175-62.3% | $67,579-30.2% |
| Participation rate | 96.1% | 78.2%+17.8pp | 79.8%+16.3pp | 71.3%+24.8pp |
| Annual return | 23.07% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $3,834 | $2,023+89.5% | $3,865-0.8% | $2,148+78.5% |
| Participant deferral / active EE | $6,110 | $3,700+65.2% | $4,937+23.8% | $3,539+72.6% |
| Admin fee / account holder | $27 | $142-81.0% | $9,702-99.7% | $142-81.1% |