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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 LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,089 | $91,372-46.3% | $129,995-62.2% | $74,419-34.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 16.77% | 23.21%-6.4pp | -137.18%+153.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,453 | $2,563-43.3% | $4,320-66.4% | $2,637-44.9% |
| Participant deferral / active EE | $4,194 | $4,721-11.1% | $5,820-27.9% | $4,528-7.4% |
| Admin fee / account holder | $8 | $283-97.2% | $10,614-99.9% | $348-97.7% |