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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $394,759 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $85,632 |
MARIETTA WEALTH MANAGEMENT6 years Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $80,460 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,302 | $95,388-88.2% | $125,339-91.0% | $77,904-85.5% |
| Participation rate | 97.3% | 78.6%+18.7pp | 82.4%+14.9pp | 73.7%+23.6pp |
| Annual return | -15.80% | 116.19%-132.0pp | 572.05%-587.9pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,333 | $3,666-63.7% | $4,814-72.3% | $2,848-53.2% |
| Participant deferral / active EE | $2,304 | $7,711-70.1% | $7,446-69.1% | $4,806-52.1% |
| Admin fee / account holder | $100 | $119-15.7% | $10,010-99.0% | $133-24.4% |