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 WEALTH3 years Service code 27 · EIN 27-2399928 | Advisory (Plan) | $37,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,816 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,589 | $81,474+33.3% | $133,956-18.9% | $73,488+47.8% |
| Participation rate | 92.2% | 76.4%+15.8pp | 79.8%+12.3pp | 70.7%+21.5pp |
| Annual return | 12.40% | 19.40%-7.0pp | 45.09%-32.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,623 | $2,209-26.5% | $3,919-58.6% | $2,270-28.5% |
| Participant deferral / active EE | $4,661 | $3,786+23.1% | $5,048-7.7% | $3,740+24.6% |
| Admin fee / account holder | $375 | $713-47.4% | $8,927-95.8% | $513-26.9% |