See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $36,894 |
MJP WEALTH ADVISORS3 years Filed as: MJP ASSOCIATES INC Service code 27 790 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Plan) | $33,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,090 | $106,028-54.6% | $146,958-67.3% | $77,643-38.1% |
| Participation rate | 92.5% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 21.87% | 56.73%-34.9pp | 418.34%-396.5pp | 31.24%-9.4pp |
| Employer contribution / active EE | $2,639 | $4,063-35.0% | $4,933-46.5% | $2,726-3.2% |
| Participant deferral / active EE | $8,338 | $7,990+4.3% | $8,070+3.3% | $4,647+79.4% |
| Admin fee / account holder | $137 | $337-59.5% | $12,998-98.9% | $430-68.2% |