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 LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $42,813 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,604 | $66,310+95.5% | $93,606+38.5% | $65,185+98.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.36% | 42.58%-24.2pp | 32.76%-14.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $4,642 | $2,012+130.7% | $2,718+70.8% | $2,177+113.2% |
| Participant deferral / active EE | $8,976 | $3,342+168.6% | $4,069+120.6% | $3,514+155.5% |
| Admin fee / account holder | $361 | $6,897-94.8% | $7,888-95.4% | $847-57.4% |