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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,341 | $62,127-2.9% | $81,382-25.9% | $74,495-19.0% |
| Participation rate | 93.8% | 64.0%+29.8pp | 69.5%+24.4pp | 67.2%+26.6pp |
| Annual return | 12.27% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,294 | $1,882+21.9% | $2,463-6.8% | $2,623-12.5% |
| Participant deferral / active EE | $4,055 | $3,229+25.6% | $3,883+4.4% | $4,346-6.7% |
| Admin fee / account holder | $9 | $1,934-99.5% | $5,768-99.8% | $1,942-99.5% |