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 |
|---|---|---|
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 27 · EIN 45-4627181 | Advisory (Plan) | $41,552 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $35,849 |
Service code 15 · EIN 54-1521351 | Recordkeeping | $15,938 |
ELMORE, HUPP & COMPANY, PLC3 years Service code 10 · EIN 54-1440048 | Accounting | $12,650 |
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 | $153,717 | $51,045+201.1% | $70,515+118.0% | $71,457+115.1% |
| Participation rate | 95.2% | 59.4%+35.8pp | 68.3%+26.8pp | 67.9%+27.3pp |
| Annual return | 18.67% | 42.63%-24.0pp | 32.77%-14.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $3,118 | $1,790+74.2% | $2,973+4.9% | $2,588+20.5% |
| Participant deferral / active EE | $4,535 | $3,026+49.8% | $4,567-0.7% | $4,289+5.7% |
| Admin fee / account holder | $1,024 | $1,994-48.7% | $6,412-84.0% | $1,587-35.5% |