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 ADVISORS4 years Service code 27 · EIN 06-1038339 | Advisory (Plan) | $42,558 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,315 | $95,274-54.5% | $135,903-68.1% | $74,419-41.8% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.3pp | 70.7%+24.4pp |
| Annual return | 30.27% | 32.77%-2.5pp | 68.23%-38.0pp | 34.38%-4.1pp |
| Employer contribution / active EE | $4,305 | $3,874+11.1% | $4,856-11.4% | $2,637+63.2% |
| Participant deferral / active EE | $9,012 | $7,782+15.8% | $7,758+16.2% | $4,528+99.0% |
| Admin fee / account holder | $174 | $266-34.6% | $10,762-98.4% | $348-49.9% |