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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,301 |
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 | $28,731 | $59,186-51.5% | $76,768-62.6% | $56,287-49.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 77.0%+8.8pp | 69.9%+15.9pp |
| Annual return | -6.60% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,353 | $1,759+33.8% | $2,485-5.3% | $2,111+11.5% |
| Participant deferral / active EE | $2,884 | $3,255-11.4% | $3,852-25.1% | $3,350-13.9% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |