See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,417 | $111,072-30.3% | $156,263-50.5% | $102,872-24.7% |
| Participation rate | 96.6% | 80.1%+16.5pp | 78.9%+17.7pp | 73.0%+23.6pp |
| Annual return | 17.89% | 16.98%+0.9pp | 59.47%-41.6pp | 19.06%-1.2pp |
| Employer contribution / active EE | $3,769 | $4,017-6.2% | $4,333-13.0% | $3,526+6.9% |
| Participant deferral / active EE | $6,732 | $5,455+23.4% | $6,158+9.3% | $5,535+21.6% |
| Admin fee / account holder | $13 | $120-89.1% | $14,255-99.9% | $292-95.5% |