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 FINANCIAL4 years Filed as: ADVISORNET WEALTH MANAGEMENT Service code 27 701 FOURTH AVENUE SOUTH · MINNEAPLOIS, MN 55415 | Advisory (Plan) | $35,730 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,987 |
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 | $71,642 | $104,607-31.5% | $96,544-25.8% | - |
| Participation rate | 97.0% | 76.2%+20.8pp | 76.0%+21.0pp | - |
| Annual return | 15.64% | 9.56%+6.1pp | 25.84%-10.2pp | - |
| Employer contribution / active EE | $3,005 | $2,147+40.0% | $2,965+1.4% | - |
| Participant deferral / active EE | $6,159 | $4,312+42.8% | $4,851+27.0% | - |
| Admin fee / account holder | $408 | $45,340-99.1% | $8,252-95.1% | - |