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 LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $29,121 |
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 | $95,139 | $54,237+75.4% | $90,281+5.4% | $67,579+40.8% |
| Participation rate | 95.1% | 68.6%+26.5pp | 73.3%+21.9pp | 71.3%+23.9pp |
| Annual return | 23.15% | 37.27%-14.1pp | 78.10%-54.9pp | 378.56%-355.4pp |
| Employer contribution / active EE | $2,409 | $1,846+30.5% | $2,854-15.6% | $2,148+12.2% |
| Participant deferral / active EE | $5,998 | $2,625+128.5% | $3,885+54.4% | $3,539+69.5% |
| Admin fee / account holder | $35 | $123-71.4% | $5,351-99.3% | $142-75.2% |