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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,561 | $95,274+17.1% | $135,903-17.9% | $74,419+49.9% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 20.83% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $8,163 | $3,874+110.7% | $4,856+68.1% | $2,637+209.5% |
| Participant deferral / active EE | $8,881 | $7,782+14.1% | $7,758+14.5% | $4,528+96.1% |
| Admin fee / account holder | $3 | $266-98.8% | $10,762-100.0% | $348-99.1% |