See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,781 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,906 | $66,457+2.2% | $81,382-16.6% | $77,643-12.5% |
| Participation rate | 89.9% | 68.7%+21.1pp | 69.5%+20.4pp | 70.6%+19.3pp |
| Annual return | 15.42% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,382 | $2,159+10.3% | $2,463-3.3% | $2,726-12.6% |
| Participant deferral / active EE | $8,433 | $3,679+129.2% | $3,883+117.2% | $4,647+81.5% |
| Admin fee / account holder | $70 | $583-87.9% | $5,768-98.8% | $430-83.7% |