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 9-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 Service code 55 · EIN 23-1918844 | Other Commissions | $63,935 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,990 | $55,790+18.3% | $76,817-14.1% | $67,579-2.4% |
| Participation rate | 96.4% | 71.1%+25.3pp | 72.1%+24.3pp | 71.3%+25.1pp |
| Annual return | 22.43% | 64.45%-42.0pp | 1166.11%-1143.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,847 | $1,810+2.0% | $2,302-19.8% | $2,148-14.0% |
| Participant deferral / active EE | $4,390 | $2,875+52.7% | $3,336+31.6% | $3,539+24.0% |
| Admin fee / account holder | $1 | $159-99.6% | $6,420-100.0% | $142-99.6% |