Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,704 | $62,146-60.2% | $81,438-69.7% | $74,546-66.9% |
| Participation rate | 94.1% | 64.1%+30.0pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 17.91% | 16.49%+1.4pp | 24.74%-6.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,360 | $1,883-27.8% | $2,460-44.7% | $2,624-48.2% |
| Participant deferral / active EE | $4,170 | $3,229+29.1% | $3,883+7.4% | $4,347-4.1% |
| Admin fee / account holder | $86 | $1,922-95.5% | $5,764-98.5% | $1,944-95.6% |