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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,035 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,660 | $54,726+1.7% | $68,793-19.1% | $64,186-13.3% |
| Participation rate | 84.2% | 68.0%+16.2pp | 72.2%+12.0pp | 69.6%+14.6pp |
| Annual return | -4.28% | -1.62%-2.7pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,021 | $1,846-44.7% | $2,625-61.1% | $2,381-57.1% |
| Participant deferral / active EE | $7,742 | $2,626+194.8% | $3,311+133.8% | $3,470+123.1% |
| Admin fee / account holder | $13 | $4,027-99.7% | $5,131-99.7% | $4,888-99.7% |