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 LLC5 years Service code 16 | Consulting | $65,186 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,044 |
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 16 · EIN 23-0731260 | Consulting | $4,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,528 | $50,815+70.3% | $155,509-44.4% | $77,643+11.4% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 14.08% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $7,657 | $1,993+284.3% | $4,672+63.9% | $2,726+180.9% |
| Participant deferral / active EE | $7,587 | $2,822+168.9% | $5,626+34.9% | $4,647+63.3% |
| Admin fee / account holder | $14 | $437-96.7% | $15,912-99.9% | $430-96.7% |