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 37 · EIN 04-2647786 | Loan Processing | $44,224 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $34,724 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,122 | $88,890-38.0% | $102,423-46.2% | $77,643-29.0% |
| Participation rate | 84.3% | 80.9%+3.4pp | 76.5%+7.8pp | 70.6%+13.7pp |
| Annual return | 12.50% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,523 | $2,698+30.6% | $3,023+16.5% | $2,726+29.3% |
| Participant deferral / active EE | $2,872 | $5,145-44.2% | $5,053-43.2% | $4,647-38.2% |
| Admin fee / account holder | $263 | $235+11.5% | $9,451-97.2% | $430-39.0% |