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 ADVISORS2+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $22,426 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,414 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,724 | $32,425+0.9% | $74,583-56.1% | $55,167-40.7% |
| Participation rate | 84.6% | 54.0%+30.6pp | 68.1%+16.5pp | 69.0%+15.6pp |
| Annual return | 8.35% | 10.63%-2.3pp | 20.47%-12.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $954 | $1,043-8.5% | $2,525-62.2% | $1,963-51.4% |
| Participant deferral / active EE | $2,464 | $1,995+23.5% | $3,458-28.7% | $3,054-19.3% |
| Admin fee / account holder | $275 | $748-63.3% | $4,138-93.4% | $504-45.5% |