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 LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,377 |
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 | $116,615 | $52,670+121.4% | $90,404+29.0% | $73,409+58.9% |
| Participation rate | 93.9% | 67.7%+26.3pp | 72.7%+21.2pp | 72.2%+21.7pp |
| Annual return | 14.56% | 20.70%-6.1pp | 1293.02%-1278.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $2,462 | $1,872+31.5% | $3,262-24.5% | $2,234+10.2% |
| Participant deferral / active EE | $6,340 | $2,807+125.9% | $3,963+60.0% | $3,805+66.6% |
| Admin fee / account holder | $22 | $117-81.5% | $5,611-99.6% | $158-86.3% |