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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC9 years Service code 26 · EIN 23-1073126 1717 ARCH STREET · PHILADEPHIA, PA 19103 | Advisory (Participants) | $19,924 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,339 | $44,960+118.7% | $84,966+15.7% | $74,495+32.0% |
| Participation rate | 64.8% | 49.4%+15.4pp | 67.5%-2.7pp | 67.2%-2.4pp |
| Annual return | 15.33% | 26.24%-10.9pp | 66.38%-51.1pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,743 | $1,457+88.3% | $2,727+0.6% | $2,623+4.6% |
| Participant deferral / active EE | $6,438 | $2,731+135.8% | $4,519+42.5% | $4,346+48.1% |
| Admin fee / account holder | $460 | $2,209-79.2% | $6,149-92.5% | $1,942-76.3% |