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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
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 | $109,478 | $81,474+34.4% | $133,956-18.3% | $73,488+49.0% |
| Participation rate | 88.2% | 76.4%+11.9pp | 79.8%+8.4pp | 70.7%+17.6pp |
| Annual return | 22.28% | 19.40%+2.9pp | 45.09%-22.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,241 | $2,209+46.7% | $3,919-17.3% | $2,270+42.8% |
| Participant deferral / active EE | $1,937 | $3,786-48.8% | $5,048-61.6% | $3,740-48.2% |
| Admin fee / account holder | $3 | $713-99.5% | $8,927-100.0% | $513-99.3% |