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 LLC3 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $22,577 |
FORRESTALL CPAS1 year Service code 15 5328 LANIER ISLANDS PKWY · BUFORD, GA 30518 | Recordkeeping | $22,139 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $10,171 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 P.O. BOX 502030 · SAN DIEGO, CA 92150 | Advisory (Plan) | $1,619 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,354 | $86,286-10.4% | $111,297-30.5% | $85,850-9.9% |
| Participation rate | 79.4% | 73.3%+6.1pp | 77.3%+2.1pp | 69.3%+10.1pp |
| Annual return | 12.43% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $947 | $2,043-53.7% | $2,731-65.3% | $2,565-63.1% |
| Participant deferral / active EE | $3,838 | $3,641+5.4% | $4,487-14.5% | $3,952-2.9% |
| Admin fee / account holder | $464 | $8,188-94.3% | $7,964-94.2% | $6,260-92.6% |