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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,210 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,600 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,033 | $50,199-32.2% | $70,092-51.4% | $66,914-49.1% |
| Participation rate | 79.8% | 66.3%+13.5pp | 70.5%+9.4pp | 69.8%+10.0pp |
| Annual return | -13.56% | -13.85%+0.3pp | 190.73%-204.3pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,080 | $1,864-42.1% | $2,559-57.8% | $2,544-57.6% |
| Participant deferral / active EE | $1,698 | $3,112-45.4% | $3,849-55.9% | $4,237-59.9% |
| Admin fee / account holder | $105 | $600-82.6% | $6,267-98.3% | $593-82.4% |