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 Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $24,885 |
PASI, LLC8+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,780 | $51,197+151.5% | $82,719+55.7% | $66,914+92.5% |
| Participation rate | 52.3% | 67.8%-15.5pp | 72.6%-20.2pp | 69.8%-17.5pp |
| Annual return | -12.19% | -9.64%-2.6pp | 701.18%-713.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $730 | $2,611-72.0% | $3,009-75.7% | $2,544-71.3% |
| Participant deferral / active EE | $3,218 | $3,458-6.9% | $4,395-26.8% | $4,237-24.0% |
| Admin fee / account holder | $14 | $416-96.7% | $5,329-99.7% | $593-97.7% |