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 | $116,081+16.3% | $156,181-13.5% | $79,634+69.6% |
| Participation rate | 29.7% | 75.6%-45.9pp | 78.8%-49.1pp | 62.5%-32.8pp |
| Annual return | 15.84% | 15.89%-0.1pp | 64.87%-49.0pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,425 | $2,828-49.6% | $4,294-66.8% | $2,529-43.7% |
| Participant deferral / active EE | $2,932 | $4,584-36.1% | $6,132-52.2% | $3,835-23.5% |
| Admin fee / account holder | $2 | $854-99.7% | $14,586-100.0% | $1,002-99.8% |