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 | $17,875 |
NATURAL INVEST LLC6 years Service code 27 1308 MONTEREY ST · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $13,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,624 | $84,487-35.3% | $125,339-56.4% | $66,914-18.4% |
| Participation rate | 82.5% | 76.4%+6.1pp | 82.4%+0.1pp | 69.8%+12.7pp |
| Annual return | -16.22% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,564 | $3,553-27.8% | $4,814-46.7% | $2,544+0.8% |
| Participant deferral / active EE | $4,809 | $6,781-29.1% | $7,446-35.4% | $4,237+13.5% |
| Admin fee / account holder | $187 | $685-72.7% | $10,010-98.1% | $593-68.5% |