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 9-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 |
|---|---|---|
MPCOMPANY LLP2 years Filed as: MPCOMPANY, LLP Service code 10 · EIN 56-1945391 4600 MARRIOTT DR. · RALEIGH, NC 27612 | Accounting | $8,500 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,321 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,209 | $49,915-73.5% | $154,803-91.5% | $74,304-82.2% |
| Participation rate | 93.6% | 54.0%+39.6pp | 78.1%+15.5pp | 60.3%+33.2pp |
| Annual return | 9.55% | 34.06%-24.5pp | 58.88%-49.3pp | 29.43%-19.9pp |
| Employer contribution / active EE | $1,074 | $1,611-33.3% | $4,305-75.0% | $2,241-52.1% |
| Participant deferral / active EE | $1,251 | $2,255-44.5% | $5,540-77.4% | $3,767-66.8% |
| Admin fee / account holder | $44 | $2,189-98.0% | $14,329-99.7% | $2,969-98.5% |