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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,279 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $35,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,153 | $40,385+31.6% | $80,569-34.0% | $74,419-28.6% |
| Participation rate | 84.5% | 47.4%+37.1pp | 67.0%+17.5pp | 70.7%+13.8pp |
| Annual return | 13.42% | 164.85%-151.4pp | 935.43%-922.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,404 | $2,674+27.3% | $4,447-23.5% | $4,528-24.8% |
| Admin fee / account holder | $274 | $720-61.9% | $5,377-94.9% | $348-21.2% |