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 LLC4+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 1021 EAST CARY STREET · RICHMOND, VA 23219 | Advisory (Participants) | $36,933 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD. · TOWSON, MD 21286 | Recordkeeping | $34,661 |
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 | $115,658 | $55,449+108.6% | $83,848+37.9% | $56,287+105.5% |
| Participation rate | 96.8% | 68.0%+28.8pp | 76.1%+20.7pp | 69.9%+27.0pp |
| Annual return | -3.76% | -1.38%-2.4pp | 850.88%-854.6pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,437 | $2,430-40.9% | $3,631-60.4% | $2,111-31.9% |
| Participant deferral / active EE | $6,709 | $2,935+128.6% | $4,082+64.4% | $3,350+100.3% |
| Admin fee / account holder | $368 | $656-43.8% | $5,478-93.3% | $521-29.3% |