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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,639 | $2,679,533-97.6% | $164,813-60.8% | $199,593-67.6% |
| Participation rate | 95.9% | 78.3%+17.5pp | 78.6%+17.2pp | 72.0%+23.9pp |
| Annual return | 18.21% | 17.93%+0.3pp | 69.93%-51.7pp | 34.25%-16.0pp |
| Employer contribution / active EE | $3,527 | $2,970+18.8% | $4,341-18.7% | $3,034+16.2% |
| Participant deferral / active EE | $6,266 | $5,010+25.1% | $6,031+3.9% | $5,087+23.2% |
| Admin fee / account holder | $13 | $1,982-99.4% | $12,690-99.9% | $269-95.3% |