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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,512 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,050 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $9,499 |
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 | $159,859 | $109,881+45.5% | $150,045+6.5% | $84,808+88.5% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.8pp | 68.3%+19.9pp |
| Annual return | 19.51% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $10,963 | $3,561+207.8% | $4,693+133.6% | $2,631+316.7% |
| Participant deferral / active EE | $12,063 | $6,636+81.8% | $7,997+50.8% | $4,212+186.4% |
| Admin fee / account holder | $617 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |