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 9-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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,254 |
HAWKINS ASH CPAS4 years Service code 10 520 N. BROADWAY · GREEN BAY, WI 54303 | Accounting | $9,300 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,396 | $66,457-24.2% | $81,382-38.1% | $77,643-35.1% |
| Participation rate | 99.1% | 68.7%+30.3pp | 69.5%+29.6pp | 70.6%+28.5pp |
| Annual return | 13.92% | 15.93%-2.0pp | 24.73%-10.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,025 | $2,159-6.2% | $2,463-17.8% | $2,726-25.7% |
| Participant deferral / active EE | $5,439 | $3,679+47.8% | $3,883+40.1% | $4,647+17.0% |
| Admin fee / account holder | $118 | $583-79.8% | $5,768-98.0% | $430-72.7% |