Filed November 18, 2019
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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,022 | $104,317+8.3% | $159,436-29.1% | $86,799+30.2% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.8pp | 72.3%+25.4pp |
| Annual return | 15.44% | 26.32%-10.9pp | 263.57%-248.1pp | 97.91%-82.5pp |
| Employer contribution / active EE | $7,415 | $3,451+114.9% | $4,829+53.5% | $2,405+208.3% |
| Participant deferral / active EE | $8,023 | $6,837+17.3% | $7,352+9.1% | $4,131+94.2% |
| Admin fee / account holder | $3 | $172-98.5% | $10,799-100.0% | $170-98.5% |