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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $300 |
Participant contribution per participant 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 | $118,884 | $82,978+43.3% | $129,995-8.5% | $71,457+66.4% |
| Participation rate | 76.9% | 74.1%+2.8pp | 78.5%-1.6pp | 67.9%+8.9pp |
| Annual return | 14.42% | 20.60%-6.2pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,173 | $2,622+59.2% | $4,320-3.4% | $2,588+61.3% |
| Participant deferral / active EE | $1,792 | $4,432-59.6% | $5,820-69.2% | $4,289-58.2% |
| Admin fee / account holder | $2 | $1,729-99.9% | $10,614-100.0% | $1,587-99.9% |