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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $630 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,877 | $86,655+39.5% | $119,609+1.1% | $66,914+80.6% |
| Participation rate | 87.4% | 75.6%+11.8pp | 79.3%+8.1pp | 69.8%+17.6pp |
| Annual return | -18.15% | -8.00%-10.1pp | -14.97%-3.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $4,507 | $2,536+77.7% | $4,232+6.5% | $2,544+77.1% |
| Participant deferral / active EE | $2,647 | $4,358-39.2% | $5,602-52.7% | $4,237-37.5% |
| Admin fee / account holder | $6 | $755-99.2% | $10,323-99.9% | $593-99.0% |