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 |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $13,437 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,774 | $73,638-21.5% | $95,952-39.8% | $73,488-21.4% |
| Participation rate | 59.5% | 76.2%-16.7pp | 77.1%-17.6pp | 70.7%-11.2pp |
| Annual return | 19.85% | 16.78%+3.1pp | 91.61%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $694 | $1,863-62.7% | $2,541-72.7% | $2,270-69.4% |
| Participant deferral / active EE | $2,723 | $3,617-24.7% | $4,167-34.6% | $3,740-27.2% |
| Admin fee / account holder | $264 | $482-45.2% | $6,795-96.1% | $513-48.5% |