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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,375 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $21,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,203 | $201,594-63.2% | $101,248-26.7% | - |
| Participation rate | 85.9% | 64.6%+21.2pp | 75.8%+10.1pp | - |
| Annual return | 15.68% | 13.55%+2.1pp | 46.47%-30.8pp | - |
| Employer contribution / active EE | $1,207 | $2,288-47.2% | $3,660-67.0% | - |
| Participant deferral / active EE | $7,093 | $3,091+129.5% | $4,370+62.3% | - |
| Admin fee / account holder | $429 | $7,709-94.4% | $5,945-92.8% | - |