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 LLC5 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $29,570 |
PASI, LLC7+ 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 | $2,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,024 | $63,745+122.8% | $98,442+44.3% | $79,386+78.9% |
| Participation rate | 51.4% | 69.9%-18.4pp | 73.3%-21.9pp | 70.7%-19.3pp |
| Annual return | 11.53% | 625.80%-614.3pp | 1492.73%-1481.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $694 | $2,557-72.9% | $2,960-76.5% | $2,427-71.4% |
| Participant deferral / active EE | $3,084 | $3,303-6.6% | $4,276-27.9% | $4,046-23.8% |
| Admin fee / account holder | $12 | $516-97.6% | $5,949-99.8% | $626-98.0% |