Filed September 1, 2016
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 LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,699 |
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 | $78,044 | $43,999+77.4% | $79,464-1.8% | $55,725+40.1% |
| Participation rate | 95.7% | 66.9%+28.8pp | 73.3%+22.4pp | 70.9%+24.9pp |
| Annual return | -5.71% | 1.81%-7.5pp | 718.14%-723.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,278 | $1,830+24.5% | $2,800-18.7% | $2,078+9.6% |
| Participant deferral / active EE | $5,553 | $2,538+118.8% | $3,704+49.9% | $3,356+65.5% |
| Admin fee / account holder | $24 | $118-79.2% | $5,113-99.5% | $115-78.8% |