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 LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $23,675 |
PASI, LLC5+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $11,105 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,701 | $51,620+116.4% | $90,281+23.7% | $65,185+71.4% |
| Participation rate | 52.4% | 68.6%-16.2pp | 73.3%-20.9pp | 70.2%-17.8pp |
| Annual return | 17.27% | 24.94%-7.7pp | 78.10%-60.8pp | 29.38%-12.1pp |
| Employer contribution / active EE | $655 | $2,235-70.7% | $2,854-77.0% | $2,177-69.9% |
| Participant deferral / active EE | $2,955 | $2,871+2.9% | $3,885-23.9% | $3,514-15.9% |
| Admin fee / account holder | $12 | $384-96.8% | $5,351-99.8% | $847-98.6% |