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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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,389 |
Employer contribution per participant 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 | $44,305 | $69,823-36.5% | $77,163-42.6% | $74,419-40.5% |
| Participation rate | 87.9% | 70.0%+17.9pp | 69.6%+18.4pp | 70.7%+17.2pp |
| Annual return | 16.49% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $15 | $2,150-99.3% | $2,535-99.4% | $2,637-99.4% |
| Participant deferral / active EE | $3,682 | $3,558+3.5% | $3,833-4.0% | $4,528-18.7% |
| Admin fee / account holder | $4 | $398-99.0% | $5,472-99.9% | $348-98.9% |