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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,008 |
Filed as: ADVUS FINANCIAL PARTNERS Service code 16 · EIN 85-4001199 | Consulting | $24,371 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & COMPANY, LLP Service code 10 · EIN 14-1918990 | Accounting | $21,500 |
Filed as: ASCENUS HOLDINGS, INC. Service code 10 · EIN 82-3719843 | Accounting | $5,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,953 | $53,136+46.7% | $155,509-49.9% | $199,593-60.9% |
| Participation rate | 91.1% | 64.1%+27.0pp | 78.2%+12.9pp | 72.0%+19.1pp |
| Annual return | 12.65% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $2,601 | $1,851+40.5% | $4,672-44.3% | $3,034-14.3% |
| Participant deferral / active EE | $4,781 | $3,161+51.3% | $5,626-15.0% | $5,087-6.0% |
| Admin fee / account holder | $111 | $185-40.1% | $15,912-99.3% | $269-58.7% |