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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,360 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $27,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,838 | $91,407-14.8% | $135,903-42.7% | $71,457+8.9% |
| Participation rate | 76.4% | 75.7%+0.7pp | 81.9%-5.5pp | 67.9%+8.4pp |
| Annual return | 18.94% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,870 | $3,703-22.5% | $4,856-40.9% | $2,588+10.9% |
| Participant deferral / active EE | $7,610 | $7,092+7.3% | $7,758-1.9% | $4,289+77.4% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.2% |