See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,526 |
724 CAPITAL LLC1 year Service code 27 5090 N 40TH · PHOENIX, AZ 85018 | Advisory (Plan) | $15,209 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA FINANCIAL CORP Service code 27 · EIN 38-2472555 | Advisory (Plan) | $7,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,360 | $96,484+9.2% | $156,263-32.6% | $74,304+41.8% |
| Participation rate | 95.5% | 67.7%+27.8pp | 78.9%+16.5pp | 60.3%+35.1pp |
| Annual return | 16.73% | 17.73%-1.0pp | 59.47%-42.7pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,938 | $2,528+16.2% | $4,333-32.2% | $2,241+31.1% |
| Participant deferral / active EE | $5,840 | $4,286+36.2% | $6,158-5.2% | $3,767+55.0% |
| Admin fee / account holder | $277 | $3,728-92.6% | $14,255-98.1% | $2,969-90.7% |