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 5-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 | $14,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,704 | $62,127-60.2% | $81,382-69.6% | $74,495-66.8% |
| Participation rate | 94.1% | 64.0%+30.0pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 17.91% | 16.48%+1.4pp | 24.73%-6.8pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,360 | $1,882-27.8% | $2,463-44.8% | $2,623-48.2% |
| Participant deferral / active EE | $4,170 | $3,229+29.1% | $3,883+7.4% | $4,346-4.0% |
| Admin fee / account holder | $86 | $1,934-95.5% | $5,768-98.5% | $1,942-95.6% |