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 LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $49,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,776 | $77,660+163.7% | $109,143+87.6% | $79,386+157.9% |
| Participation rate | 95.6% | 67.8%+27.8pp | 75.9%+19.7pp | 70.7%+24.9pp |
| Annual return | 17.42% | 23.44%-6.0pp | 25.75%-8.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $2,222 | $2,797-20.6% | $3,722-40.3% | $2,427-8.5% |
| Participant deferral / active EE | $10,617 | $3,518+201.8% | $4,653+128.2% | $4,046+162.4% |
| Admin fee / account holder | $497 | $732-32.1% | $6,752-92.6% | $626-20.6% |