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 7-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 | $3,291 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,427 | $66,098-61.5% | $101,794-75.0% | $74,304-65.8% |
| Participation rate | 94.2% | 53.8%+40.5pp | 69.2%+25.1pp | 60.3%+33.9pp |
| Annual return | 8.52% | 19.59%-11.1pp | 30.53%-22.0pp | 29.43%-20.9pp |
| Employer contribution / active EE | $1,415 | $1,082+30.9% | $2,289-38.2% | $2,241-36.9% |
| Participant deferral / active EE | $3,238 | $2,781+16.4% | $4,084-20.7% | $3,767-14.1% |
| Admin fee / account holder | $22 | $4,146-99.5% | $8,777-99.8% | $2,969-99.3% |