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 LLC10+ years Service code 55 · EIN 23-0731260 | Other Commissions | $43,475 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,044 | $108,549+24.4% | $156,263-13.6% | $85,563+57.8% |
| Participation rate | 29.7% | 77.1%-47.4pp | 78.9%-49.2pp | 66.0%-36.3pp |
| Annual return | 15.84% | 21.79%-6.0pp | 59.47%-43.6pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,425 | $2,690-47.0% | $4,333-67.1% | $2,654-46.3% |
| Participant deferral / active EE | $2,932 | $4,800-38.9% | $6,158-52.4% | $4,375-33.0% |
| Admin fee / account holder | $2 | $650-99.7% | $14,255-100.0% | $834-99.7% |