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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.
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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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $10,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,607 | $111,072-43.6% | $156,263-59.9% | $102,872-39.1% |
| Participation rate | 94.6% | 80.1%+14.4pp | 78.9%+15.6pp | 73.0%+21.5pp |
| Annual return | 15.51% | 16.98%-1.5pp | 59.47%-44.0pp | 19.06%-3.6pp |
| Employer contribution / active EE | $1,254 | $4,017-68.8% | $4,333-71.1% | $3,526-64.4% |
| Participant deferral / active EE | $3,875 | $5,455-29.0% | $6,158-37.1% | $5,535-30.0% |
| Admin fee / account holder | $9 | $120-92.6% | $14,255-99.9% | $292-97.0% |