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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,015 |
MJP WEALTH ADVISORS7+ years Filed as: MJP ASSOCIATES INC. Service code 27 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Advisory (Plan) | $29,734 |
MJP WEALTH ADVISORS5 years Filed as: MJP ASSOCIATES, INC. Service code 71 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Brokerage Fees | $20,286 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 064730478 | Contract Administrator | $14,100 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,708 | $50,956-4.4% | $96,562-49.6% | $86,799-43.9% |
| Participation rate | 80.3% | 65.2%+15.1pp | 69.8%+10.5pp | 72.3%+8.0pp |
| Annual return | 14.01% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $538 | $1,111-51.5% | $2,356-77.2% | $2,405-77.6% |
| Participant deferral / active EE | $4,300 | $2,954+45.6% | $3,849+11.7% | $4,131+4.1% |
| Admin fee / account holder | $198 | $166+19.0% | $6,181-96.8% | $170+16.6% |