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 |
|---|---|---|
MJP WEALTH ADVISORS2 years Filed as: MJP ASSOCIATES, INC. Service code 27 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Advisory (Plan) | $27,918 |
MJP WEALTH ADVISORS4+ years Filed as: MJP ASSOCIATES INC. Service code 71 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Brokerage Fees | $21,983 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 10 EXCHANGE PL #1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $13,803 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE · NORTH HAVEN, CT 064730478 | Contract Administrator | $13,000 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $10,033 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $3,212 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,509 | $35,485-14.0% | $74,550-59.1% | $55,725-45.3% |
| Participation rate | 81.2% | 62.5%+18.7pp | 69.1%+12.1pp | 70.9%+10.4pp |
| Annual return | -7.76% | 0.72%-8.5pp | 32.53%-40.3pp | 244.93%-252.7pp |
| Employer contribution / active EE | $479 | $777-38.3% | $1,961-75.6% | $2,078-76.9% |
| Participant deferral / active EE | $3,410 | $2,181+56.3% | $3,108+9.7% | $3,356+1.6% |
| Admin fee / account holder | $5 | $114-95.5% | $5,060-99.9% | $115-95.6% |