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 LLC6+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $178,843 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $5,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,645 | $176,491-43.0% | $95,952+4.9% | $90,288+11.5% |
| Participation rate | 93.6% | 86.6%+7.0pp | 77.1%+16.5pp | 73.4%+20.2pp |
| Annual return | 24.46% | 20.14%+4.3pp | 91.61%-67.2pp | 53.97%-29.5pp |
| Employer contribution / active EE | $1,710 | $2,789-38.7% | $2,541-32.7% | $2,524-32.3% |
| Participant deferral / active EE | $5,692 | $5,340+6.6% | $4,167+36.6% | $4,232+34.5% |
| Admin fee / account holder | $82 | $154-46.5% | $6,795-98.8% | $114-27.7% |