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 |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT INC Service code 26 · EIN 23-0731260 | Advisory (Participants) | $32,097 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $30,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,152 | $70,908+92.0% | $98,907+37.7% | $73,488+85.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.90% | 34.17%-21.3pp | 196.43%-183.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $4,137 | $2,036+103.2% | $2,689+53.8% | $2,270+82.2% |
| Participant deferral / active EE | $8,618 | $3,500+146.2% | $4,244+103.1% | $3,740+130.5% |
| Admin fee / account holder | $365 | $535-31.7% | $6,642-94.5% | $513-28.8% |