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 Service code 27 · EIN 06-1038339 | Advisory (Plan) | $32,878 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,690 | $104,475-53.4% | $159,436-69.5% | $79,386-38.7% |
| Participation rate | 93.4% | 76.6%+16.8pp | 82.8%+10.5pp | 70.7%+22.7pp |
| Annual return | 18.03% | 67.95%-49.9pp | 263.57%-245.5pp | 116.85%-98.8pp |
| Employer contribution / active EE | $3,885 | $3,417+13.7% | $4,829-19.6% | $2,427+60.0% |
| Participant deferral / active EE | $7,624 | $6,467+17.9% | $7,352+3.7% | $4,046+88.5% |
| Admin fee / account holder | $120 | $711-83.1% | $10,799-98.9% | $626-80.8% |