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 9-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 |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT Service code 27 1717 ARCH ST · PHILA, PA 19103 | Advisory (Plan) | $43,399 |
THE VANGUARD GROUP, INC.8 years Service code 37 · EIN 23-1945930 | Loan Processing | $4,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,534 | $101,317-32.4% | $146,958-53.4% | $74,495-8.0% |
| Participation rate | 70.5% | 75.5%-5.0pp | 82.2%-11.7pp | 67.2%+3.3pp |
| Annual return | 16.15% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,694 | $3,810-3.0% | $4,933-25.1% | $2,623+40.8% |
| Participant deferral / active EE | $7,784 | $7,303+6.6% | $8,070-3.5% | $4,346+79.1% |
| Admin fee / account holder | $209 | $1,739-88.0% | $12,998-98.4% | $1,942-89.2% |