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 LLC7 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $31,173 |
PASI, LLC9+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $7,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $125,662 | $58,264+115.7% | $86,612+45.1% | $71,457+75.9% |
| Participation rate | 53.2% | 65.0%-11.8pp | 71.7%-18.5pp | 67.9%-14.7pp |
| Annual return | 14.22% | 21.63%-7.4pp | 591.07%-576.8pp | 28.85%-14.6pp |
| Employer contribution / active EE | $777 | $2,574-69.8% | $3,022-74.3% | $2,588-70.0% |
| Participant deferral / active EE | $3,164 | $3,436-7.9% | $4,438-28.7% | $4,289-26.2% |
| Admin fee / account holder | $13 | $1,057-98.7% | $5,614-99.8% | $1,587-99.2% |