See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,364 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $29,363 |
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 | $22,660 | $52,670-57.0% | $90,404-74.9% | $73,409-69.1% |
| Participation rate | 89.9% | 67.7%+22.3pp | 72.7%+17.2pp | 72.2%+17.7pp |
| Annual return | 17.77% | 20.70%-2.9pp | 1293.02%-1275.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,395 | $1,872+28.0% | $3,262-26.6% | $2,234+7.2% |
| Participant deferral / active EE | $4,546 | $2,807+62.0% | $3,963+14.7% | $3,805+19.5% |
| Admin fee / account holder | $85 | $117-27.4% | $5,611-98.5% | $158-46.3% |