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 LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,817 | $80,968-55.8% | $96,544-62.9% | $75,163-52.3% |
| Participation rate | 92.2% | 71.8%+20.4pp | 76.0%+16.2pp | 67.2%+25.0pp |
| Annual return | 18.66% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,547 | $2,282-32.2% | $2,965-47.8% | $2,670-42.1% |
| Participant deferral / active EE | $1,674 | $3,928-57.4% | $4,851-65.5% | $4,125-59.4% |
| Admin fee / account holder | $17 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |