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 5-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 LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $391 |
Participant contribution per participant 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 | $24,482 | $84,936-71.2% | $111,297-78.0% | $79,386-69.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 13.84% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,518 | $1,979-23.3% | $2,731-44.4% | $2,427-37.5% |
| Participant deferral / active EE | $1,515 | $3,888-61.0% | $4,487-66.2% | $4,046-62.5% |
| Admin fee / account holder | $3 | $537-99.4% | $7,964-100.0% | $626-99.5% |