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 LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 6700 TOWER CIRCLE · FRANKLIN, TN 37067 | Advisory (Participants) | $55,621 |
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $26,309 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $18,783 |
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 | $184,175 | $65,061+183.1% | $143,757+28.1% | $66,914+175.2% |
| Participation rate | 84.9% | 65.2%+19.7pp | 80.3%+4.6pp | 69.8%+15.1pp |
| Annual return | -16.62% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $12,036 | $2,361+409.8% | $4,951+143.1% | $2,544+373.1% |
| Participant deferral / active EE | $6,984 | $2,919+139.3% | $5,637+23.9% | $4,237+64.8% |
| Admin fee / account holder | $375 | $502-25.4% | $14,673-97.4% | $593-36.8% |