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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,142 |
EVERHART ADVISORS1+ years Filed as: EVERHART FINANCIAL Service code 27 · EIN 31-1440043 | Advisory (Plan) | $13,911 |
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 | $48,348 | $63,924-24.4% | $108,579-55.5% | $55,167-12.4% |
| Participation rate | 83.9% | 74.3%+9.5pp | 79.6%+4.3pp | 69.0%+14.9pp |
| Annual return | 9.27% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,518 | $1,879-19.2% | $3,758-59.6% | $1,963-22.7% |
| Participant deferral / active EE | $2,445 | $3,067-20.3% | $4,311-43.3% | $3,054-19.9% |
| Admin fee / account holder | $219 | $618-64.5% | $7,645-97.1% | $504-56.5% |