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 |
|---|---|---|
JK BOATWRIGHT & CO PC3 years Service code 10 · EIN 58-1631259 | Accounting | $15,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,792 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,505 | $61,473-11.3% | $81,930-33.5% | $73,409-25.8% |
| Participation rate | 68.2% | 72.4%-4.2pp | 72.0%-3.8pp | 72.2%-4.0pp |
| Annual return | 6.74% | 28.26%-21.5pp | 29.49%-22.8pp | 59.29%-52.6pp |
| Employer contribution / active EE | $3,774 | $1,898+98.8% | $4,310-12.4% | $2,234+68.9% |
| Participant deferral / active EE | $1,235 | $3,080-59.9% | $7,107-82.6% | $3,805-67.5% |
| Admin fee / account holder | $65 | $125-48.6% | $5,158-98.7% | $158-59.1% |