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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,803 |
CLARK & ANDERSON PA7 years Service code 10 · EIN 52-1175265 | Accounting | $36,117 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $27,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $46,292-9.4% | $143,757-70.8% | $64,808-35.3% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.3pp |
| Annual return | -16.18% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,179 | $1,910-38.3% | $4,951-76.2% | $2,506-53.0% |
| Participant deferral / active EE | $3,836 | $2,646+45.0% | $5,637-31.9% | $4,310-11.0% |
| Admin fee / account holder | $288 | $154+87.0% | $14,673-98.0% | $188+53.1% |