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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,688 |
MJP WEALTH ADVISORS6 years Service code 27 · EIN 06-1038339 | Advisory (Plan) | $43,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,824 | $119,446-42.4% | $150,045-54.1% | $85,563-19.6% |
| Participation rate | 95.8% | 75.4%+20.4pp | 82.3%+13.5pp | 66.0%+29.8pp |
| Annual return | 26.91% | 23.72%+3.2pp | 62.55%-35.6pp | 31.51%-4.6pp |
| Employer contribution / active EE | $4,646 | $4,078+13.9% | $4,693-1.0% | $2,654+75.1% |
| Participant deferral / active EE | $9,533 | $7,985+19.4% | $7,997+19.2% | $4,375+117.9% |
| Admin fee / account holder | $180 | $548-67.1% | $13,435-98.7% | $834-78.4% |