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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,088 | $82,202+12.0% | $125,339-26.5% | $64,808+42.1% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -17.00% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $7,710 | $3,615+113.3% | $4,814+60.2% | $2,506+207.7% |
| Participant deferral / active EE | $8,353 | $7,175+16.4% | $7,446+12.2% | $4,310+93.8% |
| Admin fee / account holder | $4 | $163-97.7% | $10,010-100.0% | $188-98.0% |