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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 | $5,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,618 | $86,225-22.7% | $146,665-54.6% | $86,799-23.3% |
| Participation rate | 95.1% | 78.0%+17.1pp | 80.1%+15.0pp | 72.3%+22.8pp |
| Annual return | 52.86% | 31.23%+21.6pp | 22.74%+30.1pp | 97.91%-45.0pp |
| Employer contribution / active EE | $1,830 | $2,392-23.5% | $4,136-55.8% | $2,405-23.9% |
| Participant deferral / active EE | $5,241 | $4,245+23.5% | $5,506-4.8% | $4,131+26.9% |
| Admin fee / account holder | $6 | $195-96.8% | $10,280-99.9% | $170-96.3% |