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 ADVISORS8+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $31,801 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,721 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,432 | $37,393+32.2% | $77,024-35.8% | $66,914-26.1% |
| Participation rate | 90.2% | 52.9%+37.3pp | 67.9%+22.3pp | 69.8%+20.4pp |
| Annual return | -16.15% | -3.29%-12.9pp | 42.32%-58.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,870 | $1,531+22.2% | $2,812-33.5% | $2,544-26.5% |
| Participant deferral / active EE | $4,869 | $2,617+86.0% | $4,426+10.0% | $4,237+14.9% |
| Admin fee / account holder | $307 | $567-45.9% | $5,425-94.3% | $593-48.3% |