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 LLC7+ years Service code 55 · EIN 23-0731260 | Other Commissions | $86,412 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,535 | $56,503+8.9% | $70,092-12.2% | $64,808-5.1% |
| Participation rate | 97.8% | 70.5%+27.3pp | 70.5%+27.3pp | 71.5%+26.3pp |
| Annual return | -17.92% | -13.44%-4.5pp | 190.73%-208.7pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,938 | $2,046+43.5% | $2,559+14.8% | $2,506+17.2% |
| Participant deferral / active EE | $6,573 | $3,389+93.9% | $3,849+70.8% | $4,310+52.5% |
| Admin fee / account holder | $1 | $160-99.4% | $6,267-100.0% | $188-99.5% |