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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,710 |
NATURAL INVEST LLC7 years Service code 27 231 CORBETT CANYON RD. · ARROYO GRANDE, CA 93420 | Advisory (Plan) | $14,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,054 | $91,407-32.1% | $135,903-54.3% | $71,457-13.2% |
| Participation rate | 81.8% | 75.7%+6.2pp | 81.9%-0.1pp | 67.9%+13.9pp |
| Annual return | 16.92% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,644 | $3,703-28.6% | $4,856-45.6% | $2,588+2.2% |
| Participant deferral / active EE | $4,991 | $7,092-29.6% | $7,758-35.7% | $4,289+16.4% |
| Admin fee / account holder | $207 | $1,266-83.7% | $10,762-98.1% | $1,587-87.0% |