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 LLC3 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 | $32,784 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,536 | $72,607+74.3% | $90,749+39.4% | $66,914+89.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -10.76% | -12.28%+1.5pp | -12.16%+1.4pp | 1.58%-12.3pp |
| Employer contribution / active EE | $4,287 | $2,369+81.0% | $2,921+46.8% | $2,544+68.5% |
| Participant deferral / active EE | $10,162 | $3,977+155.5% | $4,564+122.7% | $4,237+139.9% |
| Admin fee / account holder | $346 | $707-51.1% | $8,445-95.9% | $593-41.7% |