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 LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,979 | $61,156-26.5% | $185,823-75.8% | $79,386-43.3% |
| Participation rate | 85.3% | 66.6%+18.7pp | 81.7%+3.6pp | 70.7%+14.6pp |
| Annual return | 30.79% | 19.45%+11.3pp | 122.05%-91.3pp | 116.85%-86.1pp |
| Employer contribution / active EE | $2,475 | $2,321+6.7% | $5,167-52.1% | $2,427+2.0% |
| Participant deferral / active EE | $3,536 | $2,789+26.8% | $5,568-36.5% | $4,046-12.6% |
| Admin fee / account holder | $2 | $710-99.7% | $16,237-100.0% | $626-99.7% |