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 |
|---|---|---|
WARREN STREET ADVISORS6 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $98,780 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,082 | $88,634+10.7% | $101,326-3.2% | $74,304+32.0% |
| Participation rate | 85.1% | 76.9%+8.3pp | 81.5%+3.6pp | 60.3%+24.8pp |
| Annual return | 19.04% | 33.10%-14.1pp | 36.82%-17.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,124 | $2,930+40.7% | $3,665+12.5% | $2,241+84.0% |
| Participant deferral / active EE | $11,734 | $7,322+60.3% | $7,994+46.8% | $3,767+211.5% |
| Admin fee / account holder | $309 | $2,425-87.3% | $11,185-97.2% | $2,969-89.6% |