See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASHTON YOUNG INC1 year Filed as: ASHTON JARRETT DAVIES Service code 10 · EIN 44-0160260 | Accounting | $17,020 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $8,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,112 | $78,485+11.0% | $106,213-18.0% | $74,495+16.9% |
| Participation rate | 92.3% | 72.8%+19.5pp | 75.3%+17.1pp | 67.2%+25.1pp |
| Annual return | 11.92% | 15.95%-4.0pp | 116.14%-104.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,914 | $2,523+15.5% | $3,171-8.1% | $2,623+11.1% |
| Participant deferral / active EE | $4,412 | $4,322+2.1% | $5,016-12.0% | $4,346+1.5% |
| Admin fee / account holder | $115 | $2,232-94.9% | $11,033-99.0% | $1,942-94.1% |