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 |
|---|---|---|
AVENIR CORPORATION6+ years Service code 51 1775 PENNSYLVANIA AVE NW STE 650 · WASHINGTON, DC 20006 | Investment Mgmt Fees | $93,619 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 51 · EIN 11-3665754 | Investment Mgmt Fees | $20,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $801,532 | $98,750+711.7% | $149,696+435.4% | $79,858+903.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.19% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $25,029 | $3,216+678.2% | $4,644+438.9% | $2,471+913.0% |
| Participant deferral / active EE | $14,771 | $5,680+160.0% | $6,842+115.9% | $3,740+294.9% |
| Admin fee / account holder | $710 | $6,053-88.3% | $9,309-92.4% | $5,306-86.6% |