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 4-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 LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,773 |
BB&T1+ years Service code 50 · EIN 56-1368984 | Direct Payment | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,068 | $104,317-40.5% | $159,436-61.1% | $86,799-28.5% |
| Participation rate | 88.4% | 77.7%+10.7pp | 82.8%+5.6pp | 72.3%+16.2pp |
| Annual return | 23.06% | 26.32%-3.3pp | 263.57%-240.5pp | 97.91%-74.8pp |
| Employer contribution / active EE | $2,377 | $3,451-31.1% | $4,829-50.8% | $2,405-1.2% |
| Participant deferral / active EE | $8,056 | $6,837+17.8% | $7,352+9.6% | $4,131+95.0% |
| Admin fee / account holder | $105 | $172-38.8% | $10,799-99.0% | $170-37.8% |