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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,808 |
Employer contribution per participant 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 | $82,094 | $100,801-18.6% | $149,696-45.2% | $73,409+11.8% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.5%+6.3pp | 72.2%+16.6pp |
| Annual return | 18.60% | 265.34%-246.7pp | 276.60%-258.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,183 | $6,404-34.7% | $6,842-38.9% | $3,805+9.9% |
| Admin fee / account holder | $6 | $181-96.4% | $9,309-99.9% | $158-95.9% |