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 | $80,724-67.1% | $103,333-74.3% | $74,495-64.4% |
| Participation rate | 82.8% | 65.7%+17.1pp | 74.5%+8.3pp | 67.2%+15.6pp |
| Annual return | 11.64% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,067 | $3,157-66.2% | $3,868-72.4% | $2,623-59.3% |
| Participant deferral / active EE | $4,009 | $3,860+3.9% | $5,057-20.7% | $4,346-7.7% |
| Admin fee / account holder | $87 | $2,368-96.3% | $8,355-99.0% | $1,942-95.5% |