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 4-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $57,049 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $23,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,953 | $44,960-22.3% | $84,966-58.9% | $74,495-53.1% |
| Participation rate | 79.7% | 49.4%+30.3pp | 67.5%+12.2pp | 67.2%+12.5pp |
| Annual return | 12.72% | 26.24%-13.5pp | 66.38%-53.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,202 | $1,457+51.1% | $2,727-19.3% | $2,623-16.1% |
| Participant deferral / active EE | $4,600 | $2,731+68.5% | $4,519+1.8% | $4,346+5.9% |
| Admin fee / account holder | $185 | $2,209-91.6% | $6,149-97.0% | $1,942-90.5% |