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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 1021 EAST CARY STREET · RICHMOND, VA 23219 | Advisory (Participants) | $34,584 |
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD. · TOWSON, MD 21286 | Recordkeeping | $30,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,499 | $50,464+120.9% | $75,781+47.1% | $52,331+113.1% |
| Participation rate | 94.9% | 66.8%+28.2pp | 75.8%+19.1pp | 68.1%+26.8pp |
| Annual return | 1.13% | 1.03%+0.1pp | 9.68%-8.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $534 | $1,988-73.1% | $3,323-83.9% | $1,882-71.6% |
| Participant deferral / active EE | $5,805 | $2,570+125.8% | $3,651+59.0% | $3,022+92.1% |
| Admin fee / account holder | $389 | $1,103-64.8% | $5,299-92.7% | $592-34.3% |