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 ADVISORS5+ years Filed as: MJP ASSOCIATES INC. Service code 27 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Advisory (Plan) | $40,005 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 064730478 | Contract Administrator | $13,000 |
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 | $39,101 | $40,174-2.7% | $84,015-53.5% | $67,579-42.1% |
| Participation rate | 83.2% | 62.7%+20.5pp | 69.0%+14.2pp | 71.3%+11.9pp |
| Annual return | 19.47% | 25.82%-6.3pp | 71.31%-51.8pp | 378.56%-359.1pp |
| Employer contribution / active EE | $539 | $808-33.2% | $1,983-72.8% | $2,148-74.9% |
| Participant deferral / active EE | $3,830 | $2,301+66.4% | $3,239+18.3% | $3,539+8.2% |
| Admin fee / account holder | $83 | $128-35.2% | $6,101-98.6% | $142-41.6% |