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) | $36,717 |
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 27 · EIN 45-4627181 | Advisory (Plan) | $30,067 |
ELMORE, HUPP & COMPANY, PLC5 years Service code 10 · EIN 54-1440048 | Accounting | $13,900 |
Service code 15 · EIN 54-1521351 | Recordkeeping | $12,087 |
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 | $159,955 | $60,892+162.7% | $82,389+94.1% | $84,808+88.6% |
| Participation rate | 90.1% | 63.3%+26.8pp | 69.5%+20.6pp | 68.3%+21.8pp |
| Annual return | 16.59% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,415 | $1,779+91.9% | $2,517+35.7% | $2,631+29.8% |
| Participant deferral / active EE | $4,355 | $3,179+37.0% | $4,155+4.8% | $4,212+3.4% |
| Admin fee / account holder | $1,073 | $5,467-80.4% | $7,231-85.2% | $7,344-85.4% |