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 LLC5+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $179,548 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $11,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $91,597 | $105,247-13.0% | $87,100+5.2% | $77,787+17.8% |
| Participation rate | 94.0% | 85.8%+8.2pp | 76.9%+17.1pp | 73.2%+20.8pp |
| Annual return | 23.52% | 24.52%-1.0pp | 28.19%-4.7pp | 32.57%-9.1pp |
| Employer contribution / active EE | $1,826 | $2,895-36.9% | $2,521-27.6% | $2,504-27.1% |
| Participant deferral / active EE | $5,944 | $5,060+17.5% | $4,049+46.8% | $3,967+49.8% |
| Admin fee / account holder | $97 | $104-7.3% | $7,497-98.7% | $100-3.2% |