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 LLC4 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $6,514 |
TIAA5+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $794 |
THE VANGUARD GROUP, INC.5+ years Service code 50 · EIN 23-1945930 | Direct Payment | $260 |
Service code 50 · EIN 04-2647786 | Direct Payment | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,753 | $53,777-57.7% | $134,143-83.0% | $79,858-71.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 0.97% | 19.01%-18.0pp | 36.33%-35.4pp | 31.71%-30.7pp |
| Employer contribution / active EE | $1,647 | $1,321+24.7% | $3,704-55.5% | $2,471-33.3% |
| Participant deferral / active EE | $2,974 | $2,420+22.9% | $3,499-15.0% | $3,740-20.5% |
| Admin fee / account holder | $48 | $3,984-98.8% | $6,684-99.3% | $5,306-99.1% |