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 |
|---|---|---|
ADVISORNET FINANCIAL3 years Filed as: ADVISORNET WEALTH MANAGEMENT Service code 27 701 FOURTH AVENUE SOUTH · MINNEAPLOIS, MN 55415 | Advisory (Plan) | $42,646 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,915 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,844 | $65,435-20.8% | $86,677-40.2% | $66,914-22.5% |
| Participation rate | 95.9% | 75.5%+20.4pp | 76.6%+19.3pp | 69.8%+26.1pp |
| Annual return | -12.37% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,598 | $2,153+20.7% | $2,836-8.4% | $2,544+2.1% |
| Participant deferral / active EE | $5,563 | $4,100+35.7% | $4,656+19.5% | $4,237+31.3% |
| Admin fee / account holder | $363 | $642-43.5% | $7,493-95.2% | $593-38.9% |