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 LLC3+ years Filed as: JPMORGAN INVEST HOLDING LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $8,888 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,287 | $118,971-72.0% | $112,977-70.5% | $73,488-54.7% |
| Participation rate | 89.1% | 83.3%+5.8pp | 82.6%+6.6pp | 70.7%+18.5pp |
| Annual return | 13.83% | 17.79%-4.0pp | 24.24%-10.4pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,104 | $4,091-48.6% | $4,255-50.5% | $2,270-7.3% |
| Participant deferral / active EE | $3,415 | $6,133-44.3% | $5,836-41.5% | $3,740-8.7% |
| Admin fee / account holder | $67 | $573-88.3% | $6,294-98.9% | $513-87.0% |