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 Service code 55 · EIN 23-0731260 | Other Commissions | $23,718 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,157 | $59,805+32.4% | $79,550-0.5% | $68,494+15.6% |
| Participation rate | 46.2% | 61.1%-14.8pp | 69.5%-23.2pp | 67.9%-21.7pp |
| Annual return | -16.37% | -12.30%-4.1pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $623 | $1,505-58.6% | $2,413-74.2% | $2,596-76.0% |
| Participant deferral / active EE | $1,828 | $3,024-39.6% | $3,985-54.1% | $4,027-54.6% |
| Admin fee / account holder | $34 | $4,835-99.3% | $6,832-99.5% | $5,403-99.4% |