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 LLC4 years Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $35,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $30,010 |
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 | $145,135 | $71,516+102.9% | $98,439+47.4% | $71,457+103.1% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.4pp |
| Annual return | 14.45% | 32.41%-18.0pp | 21.16%-6.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,572 | $2,399+90.6% | $3,048+50.0% | $2,588+76.7% |
| Participant deferral / active EE | $10,395 | $4,109+153.0% | $4,738+119.4% | $4,289+142.4% |
| Admin fee / account holder | $331 | $1,675-80.2% | $8,948-96.3% | $1,587-79.1% |