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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $31,304 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,597 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,233 | $37,044-10.3% | $71,796-53.7% | $57,658-42.4% |
| Participation rate | 89.6% | 61.1%+28.5pp | 69.1%+20.5pp | 70.2%+19.4pp |
| Annual return | 7.35% | 12.64%-5.3pp | 78.04%-70.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $73 | $720-89.8% | $1,924-96.2% | $1,974-96.3% |
| Participant deferral / active EE | $1,904 | $1,974-3.6% | $2,794-31.9% | $3,061-37.8% |
| Admin fee / account holder | $78 | $101-22.7% | $4,815-98.4% | $95-17.4% |