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 ADVISORS1 year Service code 27 · EIN 06-1038339 | Advisory (Plan) | $21,291 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,166 |
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 | $50,929 | $99,957-49.0% | $149,696-66.0% | $73,488-30.7% |
| Participation rate | 93.5% | 75.7%+17.8pp | 82.5%+11.0pp | 70.7%+22.8pp |
| Annual return | 34.03% | 53.87%-19.8pp | 276.60%-242.6pp | 28.51%+5.5pp |
| Employer contribution / active EE | $3,665 | $3,191+14.9% | $4,644-21.1% | $2,270+61.5% |
| Participant deferral / active EE | $6,788 | $6,073+11.8% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $118 | $551-78.6% | $9,309-98.7% | $513-77.1% |