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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,750 |
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 61 · EIN 23-0731260 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,968 | $37,044+88.9% | $71,796-2.5% | $57,658+21.3% |
| Participation rate | 78.9% | 61.1%+17.8pp | 69.1%+9.8pp | 70.2%+8.7pp |
| Annual return | 7.58% | 12.64%-5.1pp | 78.04%-70.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $440 | $720-38.9% | $1,924-77.1% | $1,974-77.7% |
| Participant deferral / active EE | $3,173 | $1,974+60.7% | $2,794+13.6% | $3,061+3.7% |
| Admin fee / account holder | $30 | $101-69.9% | $4,815-99.4% | $95-67.9% |