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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,690 |
Filed as: TIGERS EYE BENEFIT CONSULTING Service code 99 · EIN 52-1875589 | Other Fees | $1,625 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $1,240 |
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 | $134,562 | $55,415+142.8% | $155,509-13.5% | $74,495+80.6% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 439.57% | 268.50%+171.1pp | 64.67%+374.9pp | 1364.94%-925.4pp |
| Employer contribution / active EE | $5,160 | $2,267+127.6% | $4,672+10.4% | $2,623+96.7% |
| Participant deferral / active EE | $7,410 | $2,836+161.3% | $5,626+31.7% | $4,346+70.5% |
| Admin fee / account holder | $389 | $1,738-77.6% | $15,912-97.6% | $1,942-80.0% |