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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,463 |
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 | $51,157 | $78,419-34.8% | $133,956-61.8% | $73,409-30.3% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.8%+17.0pp | 72.2%+24.6pp |
| Annual return | 13.29% | 33.35%-20.1pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,230 | $2,044-39.8% | $3,919-68.6% | $2,234-44.9% |
| Participant deferral / active EE | $5,209 | $3,925+32.7% | $5,048+3.2% | $3,805+36.9% |
| Admin fee / account holder | $7 | $161-95.9% | $8,927-99.9% | $158-95.8% |