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 10-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 LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $135 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,741 | $80,753-28.5% | $136,294-57.6% | $62,292-7.3% |
| Participation rate | 89.0% | 73.5%+15.5pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 19.21% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $46 | $2,884-98.4% | $4,695-99.0% | $2,042-97.7% |
| Participant deferral / active EE | $7,730 | $5,164+49.7% | $6,247+23.7% | $3,169+143.9% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |