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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,880 | $86,332+4.1% | $125,175-28.2% | $65,185+37.9% |
| Participation rate | 91.1% | 75.3%+15.7pp | 79.8%+11.3pp | 70.2%+20.9pp |
| Annual return | 24.53% | 27.43%-2.9pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,670 | $2,040+30.9% | $3,865-30.9% | $2,177+22.7% |
| Participant deferral / active EE | $1,802 | $3,537-49.1% | $4,937-63.5% | $3,514-48.7% |
| Admin fee / account holder | $4 | $609-99.4% | $9,702-100.0% | $847-99.6% |