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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $630 |
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 | $106,019 | $88,083+20.4% | $164,813-35.7% | $74,495+42.3% |
| Participation rate | 90.4% | 73.0%+17.4pp | 78.6%+11.8pp | 67.2%+23.2pp |
| Annual return | 13.50% | 17.26%-3.8pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,336 | $2,593+28.6% | $4,341-23.2% | $2,623+27.2% |
| Participant deferral / active EE | $1,985 | $4,498-55.9% | $6,031-67.1% | $4,346-54.3% |
| Admin fee / account holder | $4 | $2,234-99.8% | $12,690-100.0% | $1,942-99.8% |