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 LLC7 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $86,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,842 |
PASI, LLC9+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $32,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,776 | $95,274+43.6% | $135,903+0.6% | $74,419+83.8% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 19.72% | 32.77%-13.1pp | 68.23%-48.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,953 | $3,874+2.0% | $4,856-18.6% | $2,637+49.9% |
| Participant deferral / active EE | $9,290 | $7,782+19.4% | $7,758+19.8% | $4,528+105.2% |
| Admin fee / account holder | $168 | $266-36.9% | $10,762-98.4% | $348-51.7% |