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 |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH4 years Service code 27 · EIN 27-2399928 | Advisory (Plan) | $41,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,585 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,860 | $93,182+22.2% | $146,665-22.4% | $79,386+43.4% |
| Participation rate | 74.1% | 76.4%-2.4pp | 80.1%-6.0pp | 70.7%+3.4pp |
| Annual return | 10.93% | 21.61%-10.7pp | 22.74%-11.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $988 | $2,420-59.2% | $4,136-76.1% | $2,427-59.3% |
| Participant deferral / active EE | $4,219 | $4,169+1.2% | $5,506-23.4% | $4,046+4.3% |
| Admin fee / account holder | $409 | $585-30.2% | $10,280-96.0% | $626-34.8% |