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 LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,077 | $65,908+117.1% | $81,812+74.9% | $77,643+84.3% |
| Participation rate | 98.5% | 65.8%+32.7pp | 72.3%+26.1pp | 70.6%+27.9pp |
| Annual return | 12.92% | 26.64%-13.7pp | 773.79%-760.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,537 | $2,370+91.4% | $2,912+55.8% | $2,726+66.5% |
| Participant deferral / active EE | $8,855 | $3,505+152.6% | $4,319+105.0% | $4,647+90.5% |
| Admin fee / account holder | $7 | $526-98.7% | $7,386-99.9% | $430-98.5% |