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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $7 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,717 | $122,239+49.5% | $184,203-0.8% | $74,495+145.3% |
| Participation rate | 91.8% | 85.5%+6.3pp | 86.8%+5.0pp | 67.2%+24.6pp |
| Annual return | 13.73% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $8,258 | $4,537+82.0% | $6,427+28.5% | $2,623+214.8% |
| Participant deferral / active EE | $16,704 | $7,139+134.0% | $9,131+82.9% | $4,346+284.4% |
| Admin fee / account holder | $9 | $1,260-99.3% | $13,901-99.9% | $1,942-99.5% |