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 LLC7+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,723 | $58,290+126.0% | $98,442+33.8% | $86,799+51.8% |
| Participation rate | 98.6% | 68.3%+30.3pp | 73.3%+25.3pp | 72.3%+26.3pp |
| Annual return | 14.05% | 43.48%-29.4pp | 1492.73%-1478.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,788 | $2,008+38.9% | $2,960-5.8% | $2,405+15.9% |
| Participant deferral / active EE | $7,182 | $3,152+127.8% | $4,276+67.9% | $4,131+73.8% |
| Admin fee / account holder | $7 | $138-95.2% | $5,949-99.9% | $170-96.1% |