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 LLC3 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $49,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,315 |
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 | $147,143 | $64,119+129.5% | $112,228+31.1% | $66,914+119.9% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.1%+17.4pp | 69.8%+22.6pp |
| Annual return | -15.86% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,119 | $3,005+3.8% | $3,635-14.2% | $2,544+22.6% |
| Participant deferral / active EE | $10,503 | $3,693+184.4% | $4,728+122.1% | $4,237+147.9% |
| Admin fee / account holder | $427 | $625-31.6% | $6,410-93.3% | $593-28.0% |