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 8-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 LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $27,805 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $19,498 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 2929 ARCH STREET · PHILADELPHIA, PA 191042857 | Contract Administrator | $2,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,823 | $85,766-37.2% | $136,294-60.5% | $70,131-23.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 19.46% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,895 | $2,966-2.4% | $4,695-38.3% | $2,342+23.6% |
| Participant deferral / active EE | $7,259 | $5,051+43.7% | $6,247+16.2% | $3,332+117.9% |
| Admin fee / account holder | $344 | $5,420-93.6% | $9,243-96.3% | $4,645-92.6% |