See peer percentile detail with Solo.
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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC6 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $50,278 |
MCCLAIN SMITH & WENZ PC1 year Filed as: MCCLAIN, SMITH & WENZ PC Service code 10 6915 ROCHESTER RD STE 100 · TROY, MI 480851285 | Accounting | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,781 | $80,968+212.2% | $96,544+161.8% | $75,163+236.3% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 16.06% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $11,602 | $2,282+408.5% | $2,965+291.3% | $2,670+334.6% |
| Participant deferral / active EE | $3,830 | $3,928-2.5% | $4,851-21.0% | $4,125-7.2% |
| Admin fee / account holder | $495 | $6,724-92.6% | $8,252-94.0% | $5,651-91.2% |