Filed May 14, 2018
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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $23,714 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,534 | $80,724-2.7% | $103,333-24.0% | $74,495+5.4% |
| Participation rate | 90.1% | 65.7%+24.5pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 10.44% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,495 | $3,157-52.6% | $3,868-61.3% | $2,623-43.0% |
| Participant deferral / active EE | $4,892 | $3,860+26.7% | $5,057-3.3% | $4,346+12.6% |
| Admin fee / account holder | $138 | $2,368-94.2% | $8,355-98.3% | $1,942-92.9% |