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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,349 |
WILMINGTON TRUST3 years Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $19,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,343 | $64,119+0.3% | $112,228-42.7% | $66,914-3.8% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.1%+13.8pp | 69.8%+19.1pp |
| Annual return | -16.93% | -13.81%-3.1pp | 27.45%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,522 | $3,005-16.1% | $3,635-30.6% | $2,544-0.9% |
| Participant deferral / active EE | $4,410 | $3,693+19.4% | $4,728-6.7% | $4,237+4.1% |
| Admin fee / account holder | $281 | $625-55.0% | $6,410-95.6% | $593-52.6% |