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 ADVISORS3 years Service code 27 · EIN 06-1038339 | Advisory (Plan) | $35,233 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,297 | $82,202-58.3% | $125,339-72.6% | $64,808-47.1% |
| Participation rate | 96.6% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -16.69% | 3.48%-20.2pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,091 | $3,615+13.1% | $4,814-15.0% | $2,506+63.3% |
| Participant deferral / active EE | $8,329 | $7,175+16.1% | $7,446+11.9% | $4,310+93.2% |
| Admin fee / account holder | $143 | $163-12.6% | $10,010-98.6% | $188-24.0% |