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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,936 |
NATURAL INVEST LLC3 years Service code 27 1308 MONTEREY ST · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $7,628 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,663 | $51,620-1.9% | $90,281-43.9% | $65,185-22.3% |
| Participation rate | 84.8% | 68.6%+16.2pp | 73.3%+11.6pp | 70.2%+14.6pp |
| Annual return | 20.55% | 24.94%-4.4pp | 78.10%-57.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,373 | $2,235+6.2% | $2,854-16.9% | $2,177+9.0% |
| Participant deferral / active EE | $4,495 | $2,871+56.6% | $3,885+15.7% | $3,514+27.9% |
| Admin fee / account holder | $149 | $384-61.3% | $5,351-97.2% | $847-82.4% |