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 LLC8 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH STREET · PHILIDELPHIA, PA 19103 | Other Commissions | $60,302 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $9,530 |
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 | $137,218 | $60,323+127.5% | $81,812+67.7% | $74,495+84.2% |
| Participation rate | 64.9% | 62.9%+2.0pp | 72.3%-7.5pp | 67.2%-2.3pp |
| Annual return | 13.53% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $815 | $2,620-68.9% | $2,912-72.0% | $2,623-68.9% |
| Participant deferral / active EE | $3,369 | $3,387-0.6% | $4,319-22.0% | $4,346-22.5% |
| Admin fee / account holder | $36 | $1,486-97.5% | $7,386-99.5% | $1,942-98.1% |