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 LLC8+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $280,536 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,250 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,598 | $130,141-31.9% | $86,677+2.2% | $77,904+13.7% |
| Participation rate | 93.2% | 85.9%+7.2pp | 76.6%+16.6pp | 73.7%+19.5pp |
| Annual return | -4.98% | -12.75%+7.8pp | 35.91%-40.9pp | 12.21%-17.2pp |
| Employer contribution / active EE | $3,280 | $3,220+1.9% | $2,836+15.6% | $2,848+15.2% |
| Participant deferral / active EE | $6,902 | $5,757+19.9% | $4,656+48.3% | $4,806+43.6% |
| Admin fee / account holder | $111 | $132-15.6% | $7,493-98.5% | $133-16.1% |