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 LLC2 years Service code 55 · EIN 23-0731260 | Other Commissions | $24,125 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,448 | $59,263+61.1% | $96,562-1.2% | $79,386+20.2% |
| Participation rate | 39.6% | 61.9%-22.3pp | 69.8%-30.2pp | 70.7%-31.1pp |
| Annual return | 13.22% | 27.07%-13.9pp | 37.78%-24.6pp | 116.85%-103.6pp |
| Employer contribution / active EE | $471 | $1,216-61.2% | $2,356-80.0% | $2,427-80.6% |
| Participant deferral / active EE | $1,580 | $2,948-46.4% | $3,849-59.0% | $4,046-60.9% |
| Admin fee / account holder | $41 | $658-93.7% | $6,181-99.3% | $626-93.4% |