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 |
|---|---|---|
JSC ADVISORS10+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $24,869 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,046 | $44,960+66.9% | $84,966-11.7% | $74,495+0.7% |
| Participation rate | 92.6% | 49.4%+43.2pp | 67.5%+25.1pp | 67.2%+25.4pp |
| Annual return | 12.33% | 26.24%-13.9pp | 66.38%-54.1pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,678 | $1,457+83.8% | $2,727-1.8% | $2,623+2.1% |
| Participant deferral / active EE | $6,156 | $2,731+125.4% | $4,519+36.2% | $4,346+41.6% |
| Admin fee / account holder | $235 | $2,209-89.4% | $6,149-96.2% | $1,942-87.9% |