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 WEALTH5 years Service code 27 · EIN 27-2399928 | Advisory (Plan) | $39,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,954 |
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 | $93,947 | $86,655+8.4% | $119,609-21.5% | $66,914+40.4% |
| Participation rate | 84.8% | 75.6%+9.2pp | 79.3%+5.5pp | 69.8%+15.0pp |
| Annual return | -14.12% | -8.00%-6.1pp | -14.97%+0.9pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,468 | $2,536-2.7% | $4,232-41.7% | $2,544-3.0% |
| Participant deferral / active EE | $5,003 | $4,358+14.8% | $5,602-10.7% | $4,237+18.1% |
| Admin fee / account holder | $380 | $755-49.6% | $10,323-96.3% | $593-35.9% |