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 INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $35,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $29,557 |
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 | $151,720 | $79,428+91.0% | $106,548+42.4% | $79,386+91.1% |
| Participation rate | 97.4% | 74.1%+23.3pp | 76.1%+21.3pp | 70.7%+26.7pp |
| Annual return | 14.35% | 18.27%-3.9pp | 26.80%-12.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $4,166 | $2,234+86.5% | $2,819+47.8% | $2,427+71.6% |
| Participant deferral / active EE | $9,059 | $3,823+137.0% | $4,398+106.0% | $4,046+123.9% |
| Admin fee / account holder | $359 | $523-31.4% | $7,407-95.2% | $626-42.7% |