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 LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $24,588 |
PASI, LLC6+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,510 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,180 |
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 | $124,936 | $66,124+88.9% | $90,404+38.2% | $73,488+70.0% |
| Participation rate | 55.7% | 69.7%-13.9pp | 72.7%-16.9pp | 70.7%-14.9pp |
| Annual return | 12.89% | 17.65%-4.8pp | 1293.02%-1280.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $729 | $2,346-68.9% | $3,262-77.7% | $2,270-67.9% |
| Participant deferral / active EE | $3,214 | $3,039+5.8% | $3,963-18.9% | $3,740-14.0% |
| Admin fee / account holder | $21 | $396-94.7% | $5,611-99.6% | $513-95.9% |