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 LLC7+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $239,367 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $6,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,177 | $144,996-28.2% | $111,297-6.4% | $93,030+12.0% |
| Participation rate | 94.1% | 86.2%+7.9pp | 77.3%+16.8pp | 73.9%+20.2pp |
| Annual return | 43.79% | 18.26%+25.5pp | 54.65%-10.9pp | 158.70%-114.9pp |
| Employer contribution / active EE | $2,467 | $3,056-19.3% | $2,731-9.7% | $2,706-8.8% |
| Participant deferral / active EE | $6,182 | $5,587+10.6% | $4,487+37.8% | $4,562+35.5% |
| Admin fee / account holder | $87 | $103-15.4% | $7,964-98.9% | $152-42.3% |