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 LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $34,833 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,555 |
THE MANDMARBLESTONE GROUP LLC2+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 2929 ARCH STREET · PHILADELPHIA, PA 191042857 | Contract Administrator | $1,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,182 | $77,813-32.9% | $123,544-57.8% | $64,186-18.7% |
| Participation rate | 88.4% | 74.7%+13.7pp | 82.3%+6.1pp | 69.6%+18.9pp |
| Annual return | -4.05% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,423 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $6,904 | $5,240+31.8% | $6,426+7.5% | $3,470+99.0% |
| Admin fee / account holder | $305 | $5,519-94.5% | $9,284-96.7% | $4,888-93.8% |