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 LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 19 · EIN 23-0731260 | Securities Custodian | $180,429 |
IBOTU LOCAL 7134 years Service code 49 · EIN 11-3286388 | Other Services | $117,343 |
Filed as: DANIEL COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $36,000 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $23,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $602 | $55,730-98.9% | $96,683-99.4% | $96,393-99.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 17.08% | 12.78%+4.3pp | 35.69%-18.6pp | 22.88%-5.8pp |
| Employer contribution / active EE | $141 | $4,014-96.5% | $3,737-96.2% | $3,238-95.6% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,878-100.0% | $5,455-100.0% |
| Admin fee / account holder | $9 | $105-91.9% | $6,730-99.9% | $74-88.4% |