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 Service code 27 · EIN 23-0731260 | Advisory (Plan) | $43,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,193 | $76,670+94.6% | $96,683+54.3% | $71,457+108.8% |
| Participation rate | 94.0% | 66.6%+27.4pp | 74.3%+19.6pp | 67.9%+26.1pp |
| Annual return | 18.24% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,419 | $3,031+12.8% | $3,737-8.5% | $2,588+32.1% |
| Participant deferral / active EE | $12,271 | $3,771+225.4% | $4,878+151.5% | $4,289+186.1% |
| Admin fee / account holder | $305 | $2,028-84.9% | $6,730-95.5% | $1,587-80.8% |