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 LLC3 years Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $140,232 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $77,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,963 | $72,254+25.9% | $86,677+4.9% | $64,808+40.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -13.26% | 392.42%-405.7pp | 35.91%-49.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $5,175 | $2,393+116.2% | $2,836+82.4% | $2,506+106.5% |
| Participant deferral / active EE | $8,065 | $4,658+73.1% | $4,656+73.2% | $4,310+87.1% |
| Admin fee / account holder | $236 | $174+35.9% | $7,493-96.8% | $188+25.8% |