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 13 · EIN 42-0127290 | Contract Administrator | $53,803 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $29,458 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,520 | $39,948+31.5% | $89,391-41.2% | $73,409-28.5% |
| Participation rate | 85.2% | 50.4%+34.7pp | 68.0%+17.2pp | 72.2%+13.0pp |
| Annual return | 15.51% | 50.12%-34.6pp | 245.62%-230.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,768 | $2,193+26.2% | $3,890-28.8% | $3,805-27.3% |
| Admin fee / account holder | $240 | $134+79.0% | $4,881-95.1% | $158+52.1% |