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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $435 |
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 | $65,399 | $57,108+14.5% | $94,224-30.6% | $52,331+25.0% |
| Participation rate | 92.0% | 72.9%+19.1pp | 78.8%+13.3pp | 68.1%+23.9pp |
| Annual return | 4.37% | 1.47%+2.9pp | 10.68%-6.3pp | 4.54%-0.2pp |
| Employer contribution / active EE | $3,667 | $1,735+111.3% | $3,587+2.2% | $1,882+94.9% |
| Participant deferral / active EE | $1,626 | $3,040-46.5% | $4,320-62.4% | $3,022-46.2% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.4% |