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 | $14,402 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,546 | $80,731-67.1% | $103,374-74.3% | $74,546-64.4% |
| Participation rate | 82.8% | 65.7%+17.1pp | 74.5%+8.3pp | 67.2%+15.6pp |
| Annual return | 11.64% | 27.56%-15.9pp | 24.89%-13.2pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,067 | $3,158-66.2% | $3,869-72.4% | $2,624-59.3% |
| Participant deferral / active EE | $4,009 | $3,860+3.9% | $5,058-20.7% | $4,347-7.8% |
| Admin fee / account holder | $87 | $2,369-96.3% | $8,394-99.0% | $1,944-95.5% |