See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH2 years Filed as: ASTON THOMAS PRIVATE WEALTH Service code 27 · EIN 27-2399928 | Advisory (Plan) | $39,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,218 | $71,192+71.7% | $117,854+3.7% | $62,292+96.2% |
| Participation rate | 96.9% | 74.2%+22.7pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 12.92% | 18.66%-5.7pp | 335.08%-322.2pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,453 | $1,934-24.9% | $3,786-61.6% | $2,042-28.9% |
| Participant deferral / active EE | $4,397 | $3,189+37.9% | $4,482-1.9% | $3,169+38.7% |
| Admin fee / account holder | $401 | $587-31.8% | $8,020-95.0% | $479-16.4% |