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 ADVISORS3 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $69,908 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,326 | $64,612-11.3% | $86,436-33.7% | $64,808-11.5% |
| Participation rate | 84.1% | 81.5%+2.6pp | 80.3%+3.7pp | 71.5%+12.6pp |
| Annual return | -2.08% | 0.66%-2.7pp | 4394.89%-4397.0pp | 32.82%-34.9pp |
| Employer contribution / active EE | $3,250 | $2,744+18.4% | $3,769-13.8% | $2,506+29.7% |
| Participant deferral / active EE | $9,184 | $7,497+22.5% | $6,952+32.1% | $4,310+113.1% |
| Admin fee / account holder | $260 | $169+53.7% | $6,731-96.1% | $188+38.4% |