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 LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 6700 TOWER CIRCLE · FRANKLIN, TN 37067 | Advisory (Participants) | $62,135 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $28,780 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $15,001 |
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 | $223,117 | $55,415+302.6% | $155,509+43.5% | $74,495+199.5% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 15.53% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $12,047 | $2,267+431.4% | $4,672+157.8% | $2,623+359.3% |
| Participant deferral / active EE | $7,544 | $2,836+166.0% | $5,626+34.1% | $4,346+73.6% |
| Admin fee / account holder | $402 | $1,738-76.9% | $15,912-97.5% | $1,942-79.3% |