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 LLC5 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 19 · EIN 23-0731260 | Securities Custodian | $230,420 |
IBOTU LOCAL 7135 years Service code 49 · EIN 11-3286388 | Other Services | $123,813 |
Filed as: DANIEL COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $36,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $663 | $63,356-99.0% | $103,333-99.4% | $106,382-99.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 14.58% | 14.77%-0.2pp | 24.88%-10.3pp | 17.37%-2.8pp |
| Employer contribution / active EE | $118 | $4,310-97.3% | $3,868-97.0% | $3,364-96.5% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $9 | $110-92.0% | $8,355-99.9% | $79-88.9% |