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 9-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 Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,619 | $75,388-50.1% | $123,544-69.6% | $55,725-32.5% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.6pp |
| Annual return | -6.87% | 4.48%-11.3pp | 119.20%-126.1pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,215 | $3,063-60.3% | $4,628-73.8% | $2,078-41.5% |
| Participant deferral / active EE | $3,833 | $5,651-32.2% | $6,426-40.3% | $3,356+14.2% |
| Admin fee / account holder | $2 | $120-98.7% | $9,284-100.0% | $115-98.6% |