See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC8+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $45,598 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,011 | $42,353-0.8% | $79,550-47.2% | $64,808-35.2% |
| Participation rate | 79.4% | 64.8%+14.7pp | 69.5%+9.9pp | 71.5%+7.9pp |
| Annual return | -16.46% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $103 | $1,181-91.2% | $2,413-95.7% | $2,506-95.9% |
| Participant deferral / active EE | $2,845 | $3,170-10.3% | $3,985-28.6% | $4,310-34.0% |
| Admin fee / account holder | $89 | $160-44.3% | $6,832-98.7% | $188-52.7% |