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 8-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 LLC2+ years Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $8,285 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,772 | $103,685-71.3% | $105,387-71.7% | $65,185-54.3% |
| Participation rate | 82.5% | 83.2%-0.7pp | 82.6%-0.1pp | 70.2%+12.3pp |
| Annual return | 21.34% | 23.88%-2.5pp | 26.82%-5.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,862 | $3,842-51.5% | $4,213-55.8% | $2,177-14.4% |
| Participant deferral / active EE | $2,833 | $5,634-49.7% | $5,502-48.5% | $3,514-19.4% |
| Admin fee / account holder | $72 | $399-81.8% | $6,559-98.9% | $847-91.4% |