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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC6 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $88,087 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,066 |
FUSS & O NEILL INC1 year Filed as: FUSS & O'NEILL INC. Service code 99 146 HARTFORD ROAD · MANCHESTER, CT 06040 | Other Fees | $24,450 |
PASI, LLC8+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $11,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,480 | $82,202+41.7% | $125,339-7.1% | $64,808+79.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 82.4%+7.6pp | 71.5%+18.5pp |
| Annual return | -17.56% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,969 | $3,615+37.4% | $4,814+3.2% | $2,506+98.3% |
| Participant deferral / active EE | $8,424 | $7,175+17.4% | $7,446+13.1% | $4,310+95.4% |
| Admin fee / account holder | $177 | $163+8.5% | $10,010-98.2% | $188-5.7% |