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 LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,650 | $52,208+146.4% | $86,612+48.5% | $74,419+72.9% |
| Participation rate | 97.6% | 66.3%+31.3pp | 71.7%+25.9pp | 70.7%+26.9pp |
| Annual return | 20.73% | 44.46%-23.7pp | 591.07%-570.3pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,291 | $2,282+44.2% | $3,022+8.9% | $2,637+24.8% |
| Participant deferral / active EE | $8,161 | $3,383+141.2% | $4,438+83.9% | $4,528+80.2% |
| Admin fee / account holder | $7 | $319-97.9% | $5,614-99.9% | $348-98.1% |