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 LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,874 | $47,722+132.3% | $82,719+34.0% | $64,808+71.1% |
| Participation rate | 96.6% | 67.6%+28.9pp | 72.6%+24.0pp | 71.5%+25.1pp |
| Annual return | -15.96% | -13.05%-2.9pp | 701.18%-717.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,049 | $2,179+39.9% | $3,009+1.3% | $2,506+21.7% |
| Participant deferral / active EE | $7,848 | $3,329+135.7% | $4,395+78.6% | $4,310+82.1% |
| Admin fee / account holder | $5 | $143-96.6% | $5,329-99.9% | $188-97.4% |