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 |
|---|---|---|
MJP WEALTH ADVISORS4 years Filed as: MJP ASSOCIATES INC Service code 27 790 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Plan) | $39,628 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,533 | $119,446-49.3% | $150,045-59.7% | $85,563-29.3% |
| Participation rate | 93.7% | 75.4%+18.2pp | 82.3%+11.3pp | 66.0%+27.7pp |
| Annual return | 21.79% | 23.72%-1.9pp | 62.55%-40.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $2,812 | $4,078-31.1% | $4,693-40.1% | $2,654+6.0% |
| Participant deferral / active EE | $8,847 | $7,985+10.8% | $7,997+10.6% | $4,375+102.2% |
| Admin fee / account holder | $137 | $548-75.0% | $13,435-99.0% | $834-83.6% |