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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,848 |
WILMINGTON TRUST4 years Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $19,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,647 | $76,6700% | $96,683-20.7% | $71,457+7.3% |
| Participation rate | 95.6% | 66.6%+29.0pp | 74.3%+21.3pp | 67.9%+27.7pp |
| Annual return | 17.15% | 48.29%-31.1pp | 35.69%-18.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,547 | $3,031-16.0% | $3,737-31.8% | $2,588-1.6% |
| Participant deferral / active EE | $4,698 | $3,771+24.6% | $4,878-3.7% | $4,289+9.5% |
| Admin fee / account holder | $261 | $2,028-87.1% | $6,730-96.1% | $1,587-83.6% |