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 10-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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $95,196 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,820 |
PASI, LLC7+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $13,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,247 | $104,317+55.5% | $159,436+1.8% | $86,799+86.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 16.46% | 26.32%-9.9pp | 263.57%-247.1pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,550 | $3,451-26.1% | $4,829-47.2% | $2,405+6.0% |
| Participant deferral / active EE | $8,105 | $6,837+18.5% | $7,352+10.2% | $4,131+96.2% |
| Admin fee / account holder | $136 | $172-20.9% | $10,799-98.7% | $170-19.6% |